Life Insurance w/Living Benefits
When the unexpected happens, life insurance with Living Benefits, provided by Accelerated Benefits Riders may provide financial support during your lifetime as well as leave your family protected financially in the future.
Investment Portfolio Management
We work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.
College Planning Strategies
With some preparation, we can develop an approach that can help you manage the cost of education for your children.
Municipal and Governmental Agency 457(b) Deferred Compensation
Our dedication to Education-Based Planning extends to Public Employee 457(b) Deferred Compensation Plans as well. These services can include:
- Pension Education Workshops
- 457(b) Plan Evaluation and Implementation
- 457(b) Provider Benefits Comparisons
- Traditional and Roth-457 Plans
- Third Party Administrator at no cost
- Integrated Center for Growth Investments and/or Fixed Annuities
- Online Access
Pension Education
Public Employees, Police and Fire Responders and Teachers can take advantage of our Pension Education workshops and luncheons. These 10-minute presentations give an overview of your Pension Income Benefits, Beneficiary Options, Pension Income Gap Analysis and Retirement Plan Supplements.
CPA Partnerships
Your clients are our priority. We provide access to safety, growth, distribution and planning strategies commensurate with their personal and professional financial needs. Including:
- CPA symposiums
- Estate Planning Strategies
- Premium Financing
- Tax-Sensitive Investment Strategies
- Charitable LLC
- Special Needs Trust Consultation
Extended Care
Learn more about what choices you have as you consider extended-care strategies for you and your family.
Small Business Ownership
Navigate the unique financial challenges and opportunities of owning a small business with personalized financial guidance.
Cash Flow Analysis
Analyze your cash inflows and outflows to make informed financial decisions for your future.
Special Needs Trusts and Consulting
We help you pursue the financial security and care of loved ones with disabilities through a specialized trust plan.
Financial Education
We're available to expand your financial literacy to gain a deeper understanding of financial concepts with personalized education sessions.
Debt Management
Develop a personalized plan to get out of debt and achieve financial freedom.