Our Services
We are an established leader in the financial community able to assist with:
Retirement and Investment Planning
- Annuities (Living Benefits)
- Estate and Trust Analysis
- Retirement Preparation Strategies
- Financial Strategies
- College funding Programs
- Wealth Transfer Design and Funding
Business Services:
- Business Continuation Planning
- Executive Fringe Benefits
- Employee Benefits Programs
- Credit Union and Non-Profit Executive Retirement Plans
Risk Management:
- Life Insurance
- Disability Income Replacement Insurance
- Long Term Care Insurance
- Health Insurance
- Medicare Benefits
Group and Individual Health Insurance:
- Health
- Medicare – Basics: Benefits, Coverage Choices, Eligibility and Enrollment
- Supplement
- Part D – Basics: Benefits, Coverage Choices, Eligibility and Enrollment
- Medicare Advantage