Our Services

We offer a variety of financial preservation and asset accumulation products and services for
both individuals and businesses.  Our services include life insurance, annuities, investments,
estate and retirement planning as well as business employee benefit programs such as group
insurance and a variety of retirement plans.  Working closely with customers to identify their
financial needs, we use these tools to help craft solutions for each client’s situation.

Ø      Personal Financial Planning Services for Individuals
       Ø      Retirement Planning
       Ø      Estate Planning
       Ø      Tax Planning
       Ø      Risk Management, including Life and Disability Insurance
       Ø      Investment Planning*
      
       Professional Money Managers and Traditional Investment Accounts
             
Consolidated Account Holdings offered through One View

Ø      Business Benefits and Valuation
       Group Health, Dental and Disability Insurance
      
Retirement plans, including 401(k), 403(B), SEP and Simple Plans
      
Voluntary Supplemental Plans
      
Section 125 Cafeteria Plans