Financial & Retirement Planning

• Fee-Only Financial Plans
• Retirement Planning
• 401(k) Planning
• 403(b) Planning
• College Planning
  (529, UGMA/UTMA)
• Estate Planning

Personal Insurance

• Disability Income
• Life Insurance
• Long Term Care Insurance
• Understanding your group benefits
  (group term, disability benefits, HSA plans)

Investments

• Mutual Funds
• Managed Accounts
• Brokerage Accounts
• IRA’s
  (Traditional, Roth, SEP, Simple)
• Variable Annuities

Business Solutions

• Succession Planning
• Buy Sell Strategies
• Key Person Coverage
• Executive Compensation
• Profit Sharing Plans
• Group Health Plans
  (health, dental, life, disability)