Services Offered

RETIREMENT PLANS ANALYSIS & DESIGN

401K PLANS, 403B PLANS, PROFIT SHARING PLANS,DEFINED BENEFIT PLANS, DEFINED CONTRIBUTIONS PLANS, SEP'S, IRA’s, IRA ROLLOVERS, MUTUAL FUNDS & INVESTMENT SERVICES

INDIVIDUAL INSURANCE

MEDICARE, LONG TERM CARE, FINAL EXPENSE, DISABILITY INCOME, TERM LIFE, PERMANENT LIFE, CRITICAL ILLNESS, MEDICAL

ADDITIONAL SERVICES

DEFERRED COMPENSATION, FIXED & VARIABLE ANNUITIES, SPIA'S, INCOME PLANNING, MUTUAL FUNDS, EXECUTIVE COMPENSATION PLANNING, KEYMAN AND BUYSELL INSURANCE, CHARITABLE GIVING, ESTATE PLANNING, COLLEGE PLANNING, RETIREMENT PLANNING