For Executives

As an executive, one of the biggest challenges you face in today's environment is the need to do more with less time available. Demands for your time are at an all-time high. Finding the time to meet the responsibilities as an executive is tough enough. Finding the time and personal resources to manage your own long term financial affairs is even more difficult. Why not seek the resources and services of an experienced financial professional?

We are positioned to assist you with planning for your financial needs, goals and objectives, regardless of what stage of life you or your career are at. We pride ourselves in delivering individualized services to meet your needs, rather than taking a one size fits all or product centered approach.

Executive Solutions

Retirement Planning Solutions

Retirement Wellness

Traditional IRAs

ROTH IRAs

Rollover IRAs

Fixed & Variable Annuities

Mutual Funds

Survivor Income Using Life Insurance

Long Term Care Insurance

Legacy Plans

Qualified Plans

Nonqualified Deferred Compensation


Financial Needs Analysis & Solutions

Life Insurance Needs

Disability Income Insurance Needs

Savings Analysis

Investments

Individual Health Insurance

Long Term Care Insurance

Cash Flow Analysis

Mutual Funds

Fixed & Variable Annuities


Executive Benefit Solutions

Bonus Plans

457(b) Plans

Purchase Option Plans

Salary Continuation

Nonqualified Deferred Compensation

Split Dollar Plans


Estate Planning Solutions

Nonqualified Deferred Plans

Charitable Giving

IRA Exchange Plans

Legacy Plans

Tax Management Strategies

Mutual Funds

UITs

Long Term Care Insurance

Fixed & Variable Annuities