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