PERSONAL STRATEGIES
Investment Products
- Mutual Funds
- Unit Investment Trusts
- Variable Annuities
- Direct Participation Programs
- Securities Brokerage Services
Financial Resources Services
- Life & Disability Income Insurance Needs
- Long Term Care Insurance
- Review of Savings and Investments
- Budgeting and Cash Flow Study
Retirement Products & Services
- (IRA’s) Individual Retirement Accounts (Roth / Traditional)
- Fixed and Variable Annuities
- Retirement Needs Review
- SEP Plan
Tuition Funding
- 529 Plans* / UGMA’s
- College Funding Analysis
- Analysis of Investment Alternatives
- Insurance and Investment Products
Estate Planning
- Estate Preservation
- Tax Reduction Strategies
- Charitable Giving
Employee Benefits
- Health Insurance (Trad., HAS, HRA.)
- Group Life
- Group Dental
- Group Disability (STD & LTD)
- 401(K) Plans & Pension and Simple IRA’s
- Non-Qualified Retirement Programs
- Payroll Deduction Plans