WEALTH MANAGEMENT

Do you have a key advisor?
Who takes care of your financial interests: attorney, accountant, life underwriter, investment advisor?
We offer clients a focused and centered sphere of influence in arranging and coordinating all financial aspects of their lives for sound financial planning and decision-making purposes.
Wealth Management &
Distribution

• Wealth Management
• Endowments & Annunities
• Grantor-Retained Annuity Trust (GRAT or GRUT).
• Whole Life, Universal, Family & Term Insurance Policies
Retirement Income Planning For Business Owners

• Qualified & Non-Qualified Retirement Plans
• Keogh Plans
• 401 (k) Plans
• Simplified Employee Pension Plan
Risk Management

• Keeping the Family Business Through Cross-Purchase (Buy-Sell) Agreements
• Stock Redemption Plans
• Key Employee Insurance
• Business Overhead Insurance
Life& Health & Insurance

• Individual Life & Health Insurance
• Group Life & Health Insurance
• Business Health Insurance Plan
• Disability Income Insurance
• Long Term Care Insuarnce

Presentations

• Conferences
• Seminars
• Meetings
• Consultation


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