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.