Our Services

 

Plans and Services:

 Group Plans & Individual Insurance Policies

• 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 Policies

• 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