Our Services


 

 


 

 


 

Plans and Services:


 

 


 

Group & Individual Insurance Plans


 

 


 


• Life



• Health


• Disability Income


• Dental



Employee Incentive Plans:



• 401(k), 403(b) and 457


• SIMPLE Plans and SEP Plans


• Deferred Compensation Programs


• Executive Bonus Plans


• Split Dollar Plans


• Payroll Deducted Plans



Business Continuation Plans:



• Succession Plans for Family Businesses


• Sole Proprietor -- One Way Buy Outs


• Partnership Limited Liability Corporation, C and S Corporation Buy Sell Agreements


• Key Person Life Insurance Plans


• Business Overhead and Transition Plans



Other Plans & Services:



• Estate Planning


• Comprehensive Retirement Planning


• Securites Trading *


• Mutual Funds *


• Education IRAs and 529 Plans*


• IRAs and Roth IRAs