Our Services

Retirement Planning-Evaluation of current assets, savings rate, and rate of return to determine an anticipated retirement income and age. Based on this information we then make adjustments and recommendations to fit the clients goals. *Investments-Evaluation of risk/reward in determining whether assets are appropriately positioned.Products: mutual funds, stocks, bonds, variable annuities, fixed annuities, and CDs. *Life Insurance-For use as a death benefit, an employee benefit, or in estate preservation. Products: Variable Life, Universal Life, Survivorship Life, Whole Life, and Term. Estate Planning-Examine the impact of estate taxes and look at ways of minimizing and paying estate taxes. Work with client's attorneys and accountants to evaluate estate tax impact. Long Term Care-Evaluation of long term care costs to the individual and appropriate measures to help minimize the cost. Products: Long Term Care Insurance Tax Preparation and Planning-Prepare individual income taxes with planning in mind to help reduce overall tax liability.