Wealth Management

The strategy and ongoing management of your financial portfolio with an emphasis on total lifestyle needs, active account management and complete support to help ensure your needs are met and your portfolio outlives you.

Insurance Strategies

A full spectrum of solutions and resources concerning insurance planning including Life insurance, Long Term Care insurance, and Disability insurance with an emphasis on asset preservation, income replacement, and wealth transfer.

Estate Design**

Strategies to reduce estate taxes, asset preservation and long-term care planning, planning for incapacitation, providing for future generations, wealth transfer, and charitable giving design with an emphasis on trusts, wills and legacy strategy.

College Savings

College funding design and planning with an emphasis on total portfolio review, funding options and Financial Aid assessments.

Retirement Saving & Income Planning

Funding and spending plans for your post-career phase of life with an emphasis on personal goals, lifestyle needs, and financial comfort.

Tax Strategies

Tax analysis, tax-reduction strategies, cost basis analysis, with an emphasis on tax-advantaged planning strategies for wealth preservation.

Businesses & Organizations

Insurance Services

  • Insurance Group Life
  • Group Long Term Care
  • Group Disability
  • Key Person/Business Insurance

Retirement Services

  • InsuranceGroup Life
  • 403(b)
  • Simple IRA
  • Keogh
  • Deferred Compensation Non-qualified Plans

Training & Education

  • Printed Materials
  • Online Information
  • Employee Benefit Education Seminars/Workshops

Federal Employees***

  • Printed Materials
  • Online Information
  • Employee Benefit Education Seminars/Workshops