Our Mission:
To design and implement plans which help our clients achieve their goals, realize their dreams, and protect them from life's uncertainties
Specializing in:
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Life Insurance solutions
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Disability and Long Term Care Insurance
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Retirement plans for individuals and businesses
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IRA and 401K rollovers
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Wealth Transfer and Business Succession Planning
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Estate and Legacy Planning
Personal Insurance
A simple yet comprehensive review of a family’s survivor needs as they pertain to:
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Income Replacement
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Final Expenses including potential tax liabilities
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College education funding
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Debt consolidation
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Special Needs Planning
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Estate equalization
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Long Term Care Planning
Retirement Planning
Prepare and implement a plan help to maximize after tax income at retirement at a predetermined level and duration:
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IRA’s, SEP’s, Roth IRA’s
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IRA rollovers and transfers
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Non-qualified supplemental plans
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Pension Maximization strategies
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Fixed, Index, and Variable Annuities*
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Mutual Funds, Unit investment Trusts, and Variable Life Insurance*
Estate & Legacy Planning
Whether in partnership with established local Law Firm specializing in Estates, Wills, and Trust Planning, or in working with your own advisors, we help guide you through the entire process in the following areas:
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Federal and State Tax Calculation/Analysis
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Estate Tax minimization planning
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Wealth Transfer Planning
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