For Professionals
As a professional, 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 your professional responsibilities is tough enough. Finding the time and personal resources to manage your own long term financialaffairs 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.
Professional's Solutions
Financial Plan Solutions
Life Insurance Needs
Disability Income Insurance Needs
Savings Analysis
Investment Analysis
Individual Health Insurance
SEP IRA
Long Term Care Insurance
Cash Flow Analysis
Fixed & Variable Annuities
College Tuition Funding Solutions
College Cost Analysis
Funding Methods
529 Plans
Education IRA's
Investments
Insurance Plans
Estate Planning Solutions
Nonqualified Deferred Compensation
Charitable Giving
Legacy Plans
Tax Management Strategies
Mutual Funds
UIT's
Retirement Planning Solutions
Retirement Needs Analysis
Traditional IRAs
ROTH IRAs
Rollover IRAs
Fixed & Variable Annuities
Survivor Income Using Life Insurance
Long Term Care Insurance
IRA Exchange Plans
Legacy Plans
Qualified Plans
Nonqualified Deferred Compensation