Client Services

 

We offer a wide spectrum of financial products and services to help you meet your business or individual needs. A few of the services we offer include:
 
 
FINANCIAL NEEDS ANALYSIS
A step-by-step process
 
Step 1: Set and prioritize goals
Step 2: Create an action plan
Step 3: Implement your plan
Step 4: Monitor your progress
 

 
WEALTH MANAGEMENT SERVICES
 
 
 
(a.) Accumulation      (b.) Conservation      (c.) Distribution
Regardless of which stage our clients are in, we work to help maximize the assets that are passed on to heirs.  This involves working along side with their accountant and attorney.
 

 
RETIREMENT PLANNING 
 IRA
Pension Plans
Profit Sharing    
401(k) plans
ESOPs
 

 
RISK MANAGEMENT
 
for groups or individuals
 
Life Insurance
Disability Income
Annuities / Invesments
 

 
BUSINESS SERVICES
 
 
Employee Benefits
Business Continuation
Tax-Deferred Plans
Key Person Protection
Executive Compensation

 
INSURANCE & INVESTMENT PRODUCTS
 
 
 
CDs
Variable Annuities
Bonds
Variable Life
Fixed Annuities
Mutual Funds / Stocks