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ESTATE PLANNING

We provide individual and business planning to protect, save, and grow your personal and business assets. We work to minimize taxes.

FINANCIAL RESOURCE ANALYSIS

Life & Disability Insurance
Long-Term Care Insurance
Analysis of Saving and Investments (Mutual Funds, Unit Investment Trusts) *

BUSINESS CONTINUATION PLANNING

Funding Options Analysis
Buy-Sell Strategies
Family Business Succession Planning
Key Person Insurance

COLLEGE FUNDING

College Cost Analysis
Funding Options (Education IRAs 529 Plans) *

EXECUTIVE FRINGE BENEFITS

Executive Bonus Plans
Split Dollar Insurance
Deferred Compensation Funding

RETIREMENT PLANNING

Individual Retirement Accounts (IRAs, Roth IRAs)
Fixed and Variable Annuities *

ESTATE ANALYSIS

Hypothetical Probate Analysis
Tax Savings Strategies
Charitable Giving

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