Our Services
Skilled Expert Consultation Is The Key To Successful Decisions.
Families & Individuals :
Life Insurance Strategies
- Whole Life
- Term Life
- Universal Life
- Guaranteed Universal Life
- Index Universal Life
- Final Expense
- Guaranteed Issue
Retirement Planning
- Rollovers (401K & Retirement Account Conversions)
- Immediate Annuities
- Fixed Annuities
- Deferred Annuities
- Indexed Annuities
- Accumulation Annuities
Estate & Tax Planning
- Revocable Living Trust
- Irrevocable Trust
- Charitable Lead Trust
- Charitable Remainder Trust
- Charitable LLC
- Power of Attorney and healthcare directive
- Capital gains deferral and reduction strategies
- Family Partnerships
- Legacy Planning
- Special Need Planning
- Asset Protection
Business & Non-Profit :
Protection Strategies
- Employee Protection
- Buy & Sell Agreements
- Executive Bonus Plan
- Key-man Policy
- Employee Retention Plan
- Employee Retirement Plan
- Company Private Pension Plan
Estate & Tax Planning
- Private Family Foundations
- Public Charity and Donor Advice Fund
- Incorporation and Mergers
- Business Tax
- Business Succession