• Personal Planning

    insurance, investment, tax, retirement, estate and philanthropy, education savings
     
     

    Insurance Planning

    • Umbrella Liability Protection
    • Life Insurance
    • Disability Coverage
    • Beneficiary coordination
    • Property and Casualty Insurance *
    • Long Term Care
     

     

     

     

     

     

     

     

     

    Investment Planning**

    • Institutional Money Managers
    • Advisory Services
    • 529 Plans / Educational Savings Investments
    • Investment Reviews
    • 401(k) investment recommendations
    • Tax Managed Investing Strategies
     

     

     

     

     

     

     

     

     

    Tax Strategies

    • Tax Efficient Investment Strategies
    • Coordination with clients CPA
    • Estate and gifting tax reviews
     

     

     

     

     

     

    Retirement Planning

    • Cash Flow Strategies
    • 401(k) recommendations
    • Annuities
    • Monte Carlo Simulations
    • Social Secuirty Strategies
     

     

     

     

     

     

     

     

     

    Estate and Philanthropy Planning

    • Cash Estate Plans
    • Coordination of Wills and Trusts with your estate attorney
    • Lifetime gifting strategies
    • Charitable Lead / Charitable Remainder Trusts
    • QPRT, GRAT, GRUT, QDOT, ILIT Trusts
    • Estate Gifting Strategies
     

     

     

     

     

     

     

     

     

  • Business Owner Services

    succession planning, cash flow strategies, disability coverages
     

    Business Planning

    • Cash Flow Strategies
    • Succession Planning
    • Key Executive Insurance
    • Disability Planning
    • Buy/Sell Strategies
    • Tax Strategies
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    Employee Benefits

    retirement plans, group insurance programs
     
     

    Benefit Programs

    • Group Retirement Plans
    • Group Health/Dental Insurance
    • Group Life/Disability Insurance
    • Risk Management Services
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    Other Client Services

    personalized financial webpage, storage vault, customizable daily reports
     
     

    Other Services

    • Personalized Financial Website
    • Storage Vault
    • Customizable Daily Financial Reports
    • Account Aggregation
    • Coordination with CPA and attorneys
    • Coordination with property and casualty insurance agent
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