Additional Products & Services
Investment Services
- Asset Allocation Analysis
- Private Wealth Solutions
- Variable Annuities
- Tax Sheltered Annuities, 403(b) Plans
- Brokerage Accounts
- Stocks, Bonds & Option Securities
- Municipal Bond Securities
- Real Estate Investment Trusts
- Alternative Investments
- Mutual Funds (Open & Closed End)
- Exchange Traded Funds
- Professionally Managed (WRAP) Accounts
- Employee Stock Ownership Plans (ESOPs)
Retirement Plans
- Traditional IRA/Roth IRA Account Establishment
- IRA Consolidation/Rollovers
- SEP IRA/Simple IRA
- Spousal/Stretch IRAs
- 401(k) Retirement Plans
- Selective Executive Retirement Plans
- Deferred Compensation Plan Design
- Profit Sharing Plans
- Pension Transfer/Rollovers
- Pension Payout Alternatives
- Lump Sum Pension Distribution
- Retirement Plan Distribution & Monte Carlo Simulation Analysis
- Defined Benefit Plans (Consultation & Design)
Individual Insurance
- Term Life Insurance
- Whole Life Insurance
- Variable Life Insurance
- Universal Life Insurance
- “2nd to Die Life” Insurance
- Fixed Annuities
- Health Insurance
- Medical (Full & Partial) Insurance
- Disability Income Insurance
- Long Term Care Insurance (Multi-Life Long Term Care w/Simplified Underwriting)
- Dental Insurance
- Mortgage Protection (Funded by Life & Disability Income Insurance)
Business Insurance
- Business Continuity (Buy/Sell) Funding
- Key-Person Life Insurance
- Split-Dollar Plans (Funded by Life Insurance)
- Section 162 Executive Bonus Plans
- Disability Income Overhead Expense Insurance
- Salary Continuation Plans
Group Insurance
- Group Major Medical Insurance (Group Health Insurance)
- Group Short & Long Term Disability Insurance
- Group Term Life Insurance
- Group Long Term Care Insurance
- Group Accidental Death and Dismemberment (AD&D) Insurance
- Group Dental Insurance
- Flexible Benefit Plans (FSA’s, PCA’s and HSA’s)
- Supplemental Disability Income Insurance Plans
Estate Conservation Strategies
- Irrevocable Trust Estate Planning (Funded by Life Insurance)
- Current Estate Plan Review
- Dynasty Trust Planning
- Estate Tax Reduction Plans
- Charitable Estate Funding
Additional Benefits
- Business Succession Strategies
- Charitable Giving Strategies
- Education Funding Strategies ( 529 Plans, Coverdell Education Savings Accounts)
- Cash Flow Analysis & Guidance
Some health insurance products offered by unaffiliated insurer.
I will work with you and your tax and legal advisors to help you select the most appropriate product solutions to suit your specific needs and circumstances.