Services Offered

1. 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.

2. INDIVIDUAL INSURANCE:  MEDICAL, HEALTH SAVINGS ACCOUNTS, SHORT TERM MEDICAL, LONG TERM CARE, DISABILITY INCOME, TERM LIFE, VARIABLE UNIVERSAL LIFE.

3. ADDITIONAL SERVICES:  DEFERRED COMPENSATION, FIXED & VARIABLE ANNUITIES, MUTUAL FUNDS, EXECUTIVE COMPENSATION PLANNING, KEYMAN AND BUYSELL INSURANCE, LIFE SETTLEMENTS, CHARITABLE GIVING, ESTATE PLANNING