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
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