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Products & Services

We offer a wide variety of products and services to help you solve today’s personal and business financial problems and to prepare for the future.

Personal Strategies

Financial Resource Services

  • Life & Disability Income Insurance Needs
  • Review of Savings and Investments
  • Retirement Income Needs
  • Budgeting and Cash Flow Study

Retirement Products & Services

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities
  • Retirement Needs Review
  • Long Term Care Insurance

College Funding Programs

  • College Costs Analysis
  • Insurance and Investment Products

Investment Products

  • Mutual Funds
  • Variable Annuities
  • General Securities

Estate Planning

  • Estate Preservation
  • Tax-Saving Strategies
  • Charitable Giving


Business Strategies

Business Continuation Planning

  • Funding Option Analysis
  • Buy - Sell Strategies
  • Family Business Succession Planning
  • Key Person Insurance

Executive Benefits

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Employee Benefit Program

  • Life and Disability Income Insurance
  • Pension, Profit Sharing and 401(k) Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs