Business Needs

Executive Benefits

• Provide Benefits For Key Employees To Attract & Retain Talented People

Retirement Plans

• Simple IRA
• 401(k)
• Profit Sharing
• Defined Benefit
• Simplified Employee Pension (SEP) 403B

Business Killers

Avoid The Six Mistakes Business Owners Make

• “I know what my business is worth.”
• “I’m too busy running the company”
• “That’ll never happen to me.”
• “There’s plenty of time for that.”
• “My business is my retirement”
• “You can’t beat Uncle Sam.”

Personal Needs

Wealth Accumulation Strategies

• Traditional & Roth IRA’s
• Mutual Funds
• Annuities (Fixed & Variable)
• Education Funding Strategies
• 401(k) Rollovers
• Investment Analysis

Personal Needs (No Do-Overs)

• Family Protection
• Life Insurance
• Disability Income Protection
• Long Term Care Insurance
• College 529 Plans
• Medicare
• Social Security Strategies

Estate Planning

• Provide options to preserve and protect your wealth