Our Professional Services

 

  • Retirement Planning
    • 401(k)/Lump Sum Distributions
    • IRA Consolidation/Rollovers
    • Pension Payout Alternatives
    • Pension Transfers/Rollovers
    • Income Strategies for Retirement
    • Complimentary Comprehensive Customized Retirement Profile

 

  • Personal/Family Strategies
    • Disability Income Insurance
    • Mortgage Protection(funded by life and disability income insurance)
    • Education Funding Strategies
    • Charitable Giving Strategies
    • Estate Conservation Strategies

 

  • Business Strategies
    • Buy/Sell Agreement Funding
    • Business Succession Strategies
    • Disability Income Insurance

 

  • Products
    • Fixed Annuities
    • Variable Annuities
    • Mutual Funds
    • Brokerage Accounts
    • Term Insurance
    • Variable Universal Life Insurance
    • Whole Life Insurance
    • Universal Life
    • LongTerm Care Insurance