Services

Complete List of Services

• Investments – All Types
• Retirement Income Planning
• Taxation of S.S. Income
• Asset Preservation/Protection
• Budget Coaching
• Rollovers (401K, 403-b, 457, IRA, Keogh, etc.)
• IRA, SEP
• Roth IRA
• Stretch IRA
• Protection of Assets/Income
• Disability Income
• Life Insurance Long Term Care (incapacitation, rehabilitation)
• Education Funding (529, etc.)
• Estate Tax Issues
• Family Legacy Planning
• Wealth Management
• Family “Life Coaching”
• Reverse Mortgage Strategies
• Legal Planning (Attorney) – Wills, Trusts, Predisability Planning (P.O.A.’s, Directives)
• Business Planning
• Employee Benefits Group Health Dental, Vision HSAs, HRAs, etc. Key Person (Life, D.I., LTC) Group Life Group D.I.
• Management of 401-K, Profit Sharing Plans
• Exit Strategies – Succession Plan
• Buy/Sell Agreements
• Business Overhead Expenses
• Business Structure Advisor
• Informational Workshop for Employees

Philosophical

• Serving Individuals and Families with…
• Creative “Coaching” in every aspect phase of Life’s Transitions
• Family Legacy Planning
• Sound investing principles for each phase of life
• Preparing for the retirement mindset
• Retirement income planning/coaching
• Asset AND Income protection during retirement
• Tax-advantaged income strategies
• Proper 401k rollover/IRA structures
• Life and Health Insurance
• College funding strategies
• Annuity administration
• Long Term Care preparedness
• Medicare issues
• Disability concerns
• Access to proper legal work (Wills, Trusts, PoAs, etc. via attorneys)
• Educational workshops for finances (multi-generational)
• Budget coaching
• Roth IRA designs
• Wealth Management

Serving Business Owners with...

• Corporate Asset Protection/Planning (C-corp, S-corp, LLP, LLC)
• Business Continuation Planning
• Exit Strategy Planning and Processes
• Proper 401-k setup & profit sharing plans
• Group Health Insurance (including HSAs, HRAs, etc)
• Group Dental, Vision, Disability and more
• Key-person Insurance, Life Insurance
• Buy/Sell Agreements
• Educational seminars available to employees at employer’s request