For Individuals and Families
We help individuals and their families address a wide range of financial services needs through strategies and solutions in the following areas:
Personal Finance
- Cash flow analysis
- Debt reduction
- Asset protection
Tax Strategies
- Tax diversification
- CPA introductions
Risk Management
- Life insurance
- Disability income insurance
- Long term care insurance
Investment Planning
- Asset allocation
- Brokerage accounts
- Money market accounts
- Trust accounts
- Managed money accounts
- Variable annuities
- Fixed annuities
- SPIA
Retirement Planning
- Traditional IRA
- Roth IRA
- Rollover IRA
- Managed money accounts
- Trust accounts
Estate Planning
- Current legal document review
- Attorney introductions
- Trust company access