How Can We Help?
Our team of professionals serves individuals, families and businesses with risk management products, business planning and protection, retirement planning and investment services, and fee-based financial planning.
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Business Succession and Buy-Sell Agreements
- Business Overhead Expense Insurance
- Executive Fringe Benefits
- Employee Benefits Programs
- Estate and Trust Analysis
- Securities Brokerage Services
- Retirement Planning
- Financial Strategies
- College Funding Programs
- Wealth Transfer Design and Funding
Fee-based Financial Planning
Many of our clients take advantage of our fee-based financial planning services. Provided by a team of subject matter experts, this customized and integrated process assesses your overall financial health, takes into account your specific goals and presents recommendations for future financial decision making.
The planning process looks carefully at a number of areas related to your financial situation, including but not limited to protection planning, cash flow, college funding, investments, retirement and estate planning. Because your financial situation is bound to change, our financial planning unit will review annual the performance of your program and its ability to continue to meet your objectives.
Through our use of state-of-the-art financial planning software, we can offer you a personalized “financial dashboard“— an individual site you can access securely and at any time to manage and consolidate all of your financial positions.