Planning

We take a comprehensive approach to the planning process whenever possible. We have too often seen situations that could have been avoided or scenarios that could have had a better outcome. Looking at your situation and identifying areas where there may be potential problems will hopefully help both you and us sleep better at night.

Retirement

  • IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRA plans
  • 401(k) plans
  • 403(b) plans
  • 457 Deferred Comp plans

Estate Planning

Designed to assist in the passing of assets to heirs and to help reduce estate taxes.

Tax Planning

Designed to potentially lower taxes.

Insurance

  • Life Insurance
  • Variable Annuities
  • Fixed Annuities
  • Long-Term Care
  • Disability Insurance

Education

  • 529 Plans
  • Coverdell IRAs
  • Roth IRAs
  • UTMA/UGMAs