Financial Planning

… For Yourself and your Family
… For Your Business (Owner Exit Planning; Business Continuation Planning; Business Life Insurance;     Buy-Sell Agreement Reviews; Informal Business Valuations)

Wealth Management

... Fee-Based Managed Portfolios 
… Company Retirement Plans (401k; SIMPLE-IRA; SEP-IRA)
… Traditional IRA’s
… Roth IRA’s
… Retirement Rollovers
… College Funding
… Annuities (Fixed Equity Indexed; Variable; Fixed; Immediate)

Retirement Planning

… Do you have a “Retirement Gap” that you are not even aware of?

Estate Planning & Insurance

… Life Insurance (Term Insurance; Universal Life Insurance; Variable Life Insurance)
… Disability Income Protection
… Long-Term Care Insurance

Tax Reduction Strategies 

These components must be holistically examined and coordinated for you to eliminate costly holes, gaps and overlaps in your financial structure. How are you doing that?