My Services

My personalized client services include:

Estate Planning Strategies*

·          Tax Reduction Strategies

·          Estate Transfer/Distribution Plans

·          Liquidity Enhancement Strategies

·          Charitable Giving

Investment Planning**

·         Asset allocation strategies

·         Managed account services

Business Planning

·         Buy-Sell Strategies

·         Succession Planning

·         Business Valuation

·          Determining adequate coverage levels

·          Selecting suitable policies

Retirement Planning

·        Retirement Needs Review

·         Qualified and Non-qualified Plans

·         Pension Maximization Strategies

Selective Executive Benefits

·         Supplemental Retirement Plans

·         Key Person Protection

·         Executive Bonus Plans

·         Deferred Compensation Plans

Employee Benefit Programs

·         Group Insurance

·         Pension and Profit Sharing Plans

·         401(k) Plan Designs