Our Services

While developing a customized financial program, we will walk you through a step-by-step process that may help you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a personalized financial program utilizing the following products and services:

business people shake hands over deskInvestment Services

  • Fee Based Financial Planning
  • Retirement Plans
  • Financial Plans
  • College Savings Plans
  • Comprehensive Portfolio Reviews
  • Professional Money Management
  • Cash Flow Analysis
  • Alternative Investments
  • Banking Instruments
  • Limited Partnerships for the Accredited Investor
  • Pension Plan Monitoring & Management
  • Tax Deferred Investment Plans
  • Risk Management
  • Comprehensive Estate Planning

Insurance Contract Analysis & Audit for

  • Life Insurance
  • Disability Insurance
  • Health Insurance
  • Long Term Care Insurance
  • Annuity Programs
  • Insurance Needs Analysis
  • Pension Optimization
  • Mortgage Acceleration Programs
  • Annuity Utilization

Corporate Services

Executive Benefits

  • Buy Sell Agreements
  • Non Qualified Deferred Compensation
  • Succession Planning

Employee Benefits

  • Group Health/Life/Disability
  • Pension, Profit Sharing & 401K Plans
  • Professional Employee Organization Services including Payroll Services & Employee Leasing
  • Employee Transitional Counseling

Customized Financial Plans for

  • Principals
  • Executives
  • Salaried Employees

Work Site Support Services

  • Voluntary non qualified payroll deduction plans for salaried and hourly employees to include Life, Supplemental Health, Long & Short Term Disability Income.
  • Opportunities to help people in your organization learn important financial planning strategies. Click here for information about The Complete Financial Management Workshops® for work sites, organizations, congregations, and associations.

Contact Us to Get Started