Expertise
Investment* Opportunities
Access Institutional Money Managing Programs
Stocks/Bonds and Mutual Funds
Individual Funds
Access Managed Portfolio
Securities Brokerage Services
Qualified Retirement Programs
Profit Sharing Plans
401(k) and 403(b) Plans
College Saving Plans - 529 Plans
Financial Planning*
Fee Based Retirement Planning
College Cost Analysis and Savings Programs
Needs Analysis Programs
Personal Financial Statements
Budgeting and Cash Flow Studies
Analysis of Current Savings and Investments
The 4-Box Strategy
Estate Analysis
Business/Executive
Employee Benefits
Collateral Assignment/Split Dollar Programs
Supplemental Executive Retirement Programs (SERP’s)
Business Continuation Planning
Executive Fringe Benefits
Employee Benefit
Qualified Retirement Plans
SIMPLE and SEP IRA Plans
Group Medical & Dental Insurance Programs
Group Life and Disability Programs
Voluntary Payroll Deduction Programs
Section 125 Plans
Protection Planning
Disability Income Insurance
Life Insurance
Fixed Deferred Annuities
Variable Deferred Annuities
Deferred Income Annuities
Single Premium Annuities
Long-Term Care Insurance
Individual Medical Insurance
HSA/HRA/FSA Accounts
Medicare Supplements