Financial Strategies

 

 

 

 

 

 

 

Personal Strategies

Wealth Management Strategies -  Helping you manage your resources with mutual funds, annuities, managed accounts, and IRA's

Education Funding Strategies - Educating you on how to accumulate the necessary resources to help fund your children's or grandchildren's education.

Retirement Strategies -  Helping you obtain the retirement you desire and plan against outliving your resources.

Estate Conservation Strategies -  Helping you take steps to ensure the federal government is not your primary beneficiary or that your business or property does not have to be disposed of in a forced sale to pay estate taxes.

 

Business Strategies

Tax-Qualified Retirement Plans -  Helping you and your employees prepare for tomorrow - 401(k), Profit Sharing, Money Purchase, Target Benefit, Simplified Employee Pension Plans (SEP's) & simple IRA's.

Executive Benefits -  Helping you retain your key people - Deferred Compensation, Individual Disability, Split Dollar Life Insurance & Select Executive Retirement Plans

Business Continuation Planning -  Preparing you for the inevitable and the unexpected - Business Loan Protection, Business Overhead Insurance, Disability Buy-Out, Buy-Sell Agreement Funding, Section 303 Stock Redemption & Key Employee Insurance.