Products & Services
Estate Analysis
• Non-Qualified Retirement Programs
• Tax Reduction Strategies
• Charitable Giving
Retirement Planning
• Individual Retirement Accounts
• Fixed and Variable Annuities
• Retirement Needs Analysis
• Pension Maximization Using Life Insurance
• Tailored Retirement Strategies
• Long Term Care Insurance
Investment Products
• Mutual Funds
• Unit Investment Trusts
• Variable Annuities
• Direct Participation Programs
• Securities Brokerage Services
Executive Fringe Benefits
• Executive Bonus Plans
• Split Dollar Insurance
• Deferred Compensation Funding
• Salary Continuation Plans
• Non-Qualified Executive Fringe Benefits
Employee Benefit Programs
• Pension, Profit Sharing and 401(k) Plans
• Payroll Deduction Plans
• SIMPLE IRAs
• Non-Qualified Retirement Programs
Financial Resource Analysis
• Life & Disability Income Insurance Needs
• Analysis of Savings and Investments
• Retirement Income Needs
• Budget & Cash Flow Study
Business Continuation Planning
• Charitable Giving
• Buy - Sell Strategies
• Family Business Succession Planning
• Key Person Insurance
College Tuition Funding Products
• College Costs Analysis
• Analysis of Investment Alternatives
• Insurance and Investment Plans
Your financial planner can help you build a financial plan step by step. It starts with getting to know you, understanding your dreams and assessing your net worth and financial situation. This will help paint a clear picture of where you are today and how your entire situation is meeting or not meeting your goals. Your Financial Planner will evaluate your financial data against your goals, investment risk tolerance and time horizon to develop a plan that suits your specific situation.
Learn more about financial planning for individuals
How else can we help you?
Business Services
We cannot tell you how to run your business. Obviously, you know how to do that yourself as your success speaks for itself. It is your vision, your skills, and your knowledge, your experience and your drive for results that makes the business successful. But we can help you build and preserve the business, attract and retain key people to make it even more successful, and protect your family — in other words, help you keep the promises you've made to your employees, your associates, your family and yourself. Our products and services, our knowledge, experience and financial strength can help you keep your business a success.
Jr. Financial Planning
Your children may be years away from college. But now’s the time to start teaching them about the financial planning process so they’ll be ready to plan their educations, manage their finances and help you plan your retirement. We provide your children with a comprehensive educational program on checking, savings, basic investment, as well as managing and balancing money.
