Our Services
Investments
- Mutual Funds
- Fee-Based Asset Management Services
Retirement Planning
- IRAs
- 401 (k) Plans
- Pension/Profit Sharing Plans
- SEPs
- Simple Plans
Insurance
- Fixed and Variable Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Fixed and Variable Annuities
Estate Planning
- Estate Plan Review
- Asset Protection
- Estate Planning with Respect to Retirement Benefits
- Insurance Needs Analysis
- Tax Consequences of Insurance
- Postmortem Estate Planning
Education Planning
- 529 Higher Education Savings Plan
- 529 Prepaid Tuition Plans
- Coverdell Education Savings Accounts
- Education Savings Plans Compared
- 529 Qualified Tuition Plans
- Planning for College
- Saving for College
- Ways to Save for College
General Financial Planning
- Asset accumulation
- Lifestyle preservation
- Guaranteed retirement income
- Goal setting and planning analysis
- Risk analysis
General Accounting and Tax Services
- Tax Planning and Preparation
- Year-end Planning and Projections