Bringing a holistic planning process to…

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

Taxation



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?