Investments

• Bonds
• Stocks
• Fee-Based Investment Accounts
• Brokerage Accounts
• 529 College Savings Plans
• Traditional IRA
• Roth IRA
• SEP IRA
• IRA Rollovers & Transfers
• Simple IRA
• ESOP Rollovers & Transfers
• Mutual Funds
• Fixed Annuities
• Variable Annuities
• Asset Allocation Investment Strategies
• Fee Based Investment Monitoring
• Immediate Income Annuities
• Investment Advisors to your Executors/Trustees/Trusts
• Charitable Trust Strategies

• Retirement Plan Strategies & Analysis
• Tax Planning Strategies & Analysis
• Business Succession Planning
• College Plan Strategies & Analysis
• Asset Allocation Strategies & Analysis
• 401(k) Plans
• Profit Sharing Plans
• 403(b) Plans
• Fee Based Comprehensive Financial Plans
• Estate Tax Planning & Analysis
• Long Term Care Planning
• Money Management Strategies
• Money Purchase Retirement Plans
• Consultation with Professional Advisors
• Asset Conservation Strategies
• Risk Tolerance Analysis
• Executive Retirement Plan Strategies
• Business Buy-Sell Strategies & Analysis
• Timeline Investment Analysis
• Planning for Special Needs Children
• Planning for Special Needs of Elderly Parents
• Insurance Review and Analysis 

Insurance

• Personal Life Insurance
• Estate Tax Funding with Life Insurance
• Last-to-Die Survivorship Life Insurance
• Business Buy-Sell Life Insurance
• Cross Purchase Buy-Sell Insurance
• Entity Purchase Buy-Sell Insurance
• Long Term Care Insurance
• Executive & Professional "True Own Occupation" Disability Insurance
• Group Disability Insurance
• Key-Man Corporate Life Insurance
• Wealth Replacement Trust Funding with Life Insurance
• Partnership & Corporate Disability Buy-Out Insurance
• Pension & Retirement Survivor Income Replacement with Life Insurance
• Partnership & Corporate Disability Overhead Expense Insurance
• Section 303 Family Owned Business Stock Redemptions with Insurance
• Section 162 Executive Bonus with Insurance
• Employee Retention Top-Hat Plans