Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We maintain our independence so we can pool our resources specifically to meet your needs. We can help you execute a sound financial program utilizing the following products and services:

For Individuals:

• Individual Health Insurance
• Long Term Care Insurance
• Disability Insurance
• Personalized Financial Review
• IRA - ROTH IRA
• College Planninig
• Company buyouts and rollovers
• Portfolio Analysis
• Wealth Management Services

For Businesses:

• Advanced Retirement Plan Design
• Fiduciary Review
• Profit Sharing - Simple IRA
• 401(k) - Roth 401(k)
• Solutions for Top-Heavy Plans
• Startup Plans and Plan Restatement
• Employee Workshops
• Health Insurance and other Group Benefits