SERVICES WE OFFER
A Personalized Approach to Your Insurance Needs
INDIVIDUAL SERVICES
FUTURE PLANNINGS
BUSINESS SERVICES
Disability Income Insurance
(all occupations)
Life Insurance (Term, Permanent Life)
Health Insurance
College Education Funding
Mortgage Protection Strategies
Tax Deferred Index Annuities
Lump Sum Distributions
(From Past Employer Plans)
Needs Based Analysis
Charitable giving and Foundations Solutions
Retirement Planning
Traditional IRA and Roth IRA’s
IRA Rollover
401k Rollover
Estate Planning
Cafeteria Plans - IRS Section 125 (FSA, HRA)
Simplified Employee Pension (SEPS)
Simple IRAs
Traditional 401K Plans
Simple 401k Plans
457 Governmental Plans
Business Valuation Services
Business Continuation Plans
Payroll Deduction Life Insurance
Group Disability Income Insurance
Group Health Insurance
Buy-Sell Agreement Funding
Business Overhead Protection
Executive Bonus and Key Person Insurance
Deferred Compensation
Profit Sharing Plans