Our Services

For Individuals:

Estate Planning
Retirement Planning
Long Term Care/Home Health Care Insurance
Disability Income Protection
Annuities (Fixed and Variable)
Life Insurance (Variable, Universal, Whole Life & Term)
Trust Owned Life Insurance Reviews

For Business Owners and Their Employees:

Pension and Profit Sharing Plans
Deferred Compensation Programs
Key Man Life and Disability Protection
Buy/Sell Funding with Life and Disability Insurance
Section 162 Bonus Plans
412(i) Defined Benefit Pension Plans
Group Medical, Dental, Long Term Disability, Life Insurance
401(K) Programs

Various educational Financial & Insurance Seminars available to groups upon request. Inquiries welcome.