Our Services
Some of our Products and Services
Fee-Based Financial Planning*: Written plans to give you a step by step guide to help you reach your financial goals. Comprehensive plans cover Cash Flow, Income Tax, Education, Risk Management, Asset Allocation, Retirement, and Estate Planning recommendations.
Some specific areas of service:
- 401-k rollovers, IRA consolidation, IRA inheritance
- College funding plans- section 529, Coverdell, UGMA
- Life and Disability insurance
- Asset selection and management- mutual funds, annuities, unit investment trusts, ETF's, stocks, bonds, market linked CD's, oil and gas, real estate, commodities, institutional level investment management
- Business planning- key person insurance, buy-sell, selective executive benefits
- Estate planning and preservation
- Probate asset gathering and management
- Charitable tax planning
- Asset protection through insurance and annuity products
- Socially and environmentally responsible investments
With over 60 years of combined experience, extensive knowledge of insurance and investments, and the support of several highly rated investment firms, we can determine the most appropriate combination of products and services for each client. How can we help you?
*Through our affiliation with Ameritas Investment Corp.
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