To best serve you and all of your needs personally as well as professionally, I am able to evaluate all products across the industry to help you find the most suitable solution for your particular situation, including:
INDIVIDUALS & FAMILIES
BUSINESS SERVICES
Wealth Management Services
Retirement Planning
Financial Planning
Income Protection Strategies
Wealth Accumulation Strategies
Disability Income Insurance
Estate Conservation Strategies
IRA Consolidation/Rollovers
Term Insurance
Mortgage Protection (through life insurance and disability income insurance)
Pension Payout Alternatives
Universal Life Insurance
Whole Life Insurance
Variable Universal Life Insurance
Fixed and Variable Annuities
Charitable Giving Strategies
Lump Sum Pension Distribution
Pension Transfer/Rollovers
Complimentary Workplace Financial Analysis for Employees
Long-Term Care Insurance
Retaining Your Employees
401k Plans
Profit Sharing Plans
Executive Bonus Plans
Protecting Owners and Key Employees
Buy/Sell and Cross Purchase Agreements
How to fund these agreements
Key Man Insurance
Executive Bonus Plans
Protecting Your Employees
Group Life Insurance
Group Disability Insurance
