Available Services
Retirement Planning
- Traditional IRA
- Roth IRA
- 401(k)
- 403(b)
- TSA's
- 401(a)
- SEP's
- Simplified 401(k)
- Simple IRA
- Keogh
- Money Purchase Plan
- Non Qualified Plans
- Fixed Annuities1
- Life Insurance
- Money Management
- Plan Administration
- Employee Enrollment
- Employee Seminars
- Cafeteria Plans
Estate Planning
- Living Trust
- Durable Power of Attorney
- Medical Directive
- Pour Over Will
- Irrevocable Life Insurance Trust (ILIT)
- Charitable Remainder Trust (CRT)
- Life Insurance
- Modified Endowment Contract2
Insurance
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance (UL)
- Long-Term Care Insurance
- Disability Insurance
- Health Insurance
- Medical Savings Account (MSA)
- Liability Insurance
- Key Man Insurance
- Split Dollar Insurance 7
- Buy/Sell Agreement
- Pension Max
Miscellaneous Planning
- Emergency Funds
- College Savings Plans
- Saving for Down Payment on Home
- Refinance Home
Long-Term Relationship
- Personal Service
- Investment Performance
- Competitive or Reduced Cost