Our Services
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Products and services include:
Investments
- Group retirement and savings plans
Insurance
- Life insurance
- Long-term care, Disability and Critical Illness Insurance
- Group Health Benefits
Retirement Planning
- Lifetime Income Need
- Health Care Needs
- Estate Protection
- Paying for Retirement
- Social Security
- Employer-Sponsored Qualified Plans
- Traditional and Roth IRAs
Managing your Finances
- For Individuals
- For Business
Asset Allocation
- Individual Strategy
- An Evolving Strategy
Business Succession Planning
- The Need for a Written Agreement
- Types of Business Owner Buy-Sell Arrangements
Charitable Giving
- Charitable Remainder Trust