Our Products & Services

While working with you to develop a customized financial strategy, I can walk you through a step-by-step process, called Money Guide Pro, to help make you feel more comfortable with your decisions.  Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives.  Check out this video for information on the Money Guide Pro process.

We have a variety of products and services to help you reach your goals.

Asset Allocation Analysis                         Benefit Check-Up                            Buy-Sell Review
Current Policy Review                               Financial Needs Review                   Informal Business Valuation
Financial Needs
Business Continuation                              Buy Sell Agreements                       Charitable Giving
College Funding                                       Deferred Compensation Plans         Estate Conservation
Estate Planning                                        Executive Benefit Strategies             Executive Bonus Plans
Income Protection                                    IRAs (Traditional and Roth)                          Key Person Insurance
Pension Plans                                           Retirement Account Rollovers         Retirement Planning
Salary Continuation                                  Split Dollar Plans                             Survivor Income
Supplemental Retirement Income             Tax Deferred Savings
401(k), 403(b), SEP and SIMPLE Plans         529 Plans                                      Annuities (Fixed & Variable)
Brokerage Accounts                                   Income Protection                         Group (Life, Health, Dental, Vision, Wellness) 
IRAs (Roth, Traditional & Safe Harbor)                           Life Insurance                               Long Term Care Insurance 
Mutual Funds                                             Retirement Plans                          Trust Services