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

  MEDICAL, HEALTH SAVINGS ACCOUNTS, SHORT TERM MEDICAL, LONG TERM CARE, DISABILITY INCOME, TERM LIFE, VARIABLE UNIVERSAL LIFE

 ADDITIONAL SERVICES

  DEFERRED COMPENSATION, FIXED & VARIABLE ANNUITIES, MUTUAL FUNDS, EXECUTIVE COMPENSATION PLANNING, KEYMAN AND BUYSELL INSURANCE,  CHARITABLE GIVING, ESTATE PLANNING