Minimizing cost and getting the most for every dollar spent has always been a key concern for owners of companies. Our firm has designed programs that take a the needs of the owner and their families into consideration. We show owners how to effectively run benefits through their corporate structure to get the most tax leverage. This, in turn, leaves more dollars for the owner to spend on their family and their needs. The following is a list of services that we can provide.
Risk Management Plans
- Insurance Plans: Group life, health and disability, vision and dental plans
- Voluntary Benefits Plans: Life, disability, supplemental health, accident, cancer and heart / stroke plans
- Business Seccession Plans: Buy / Sell Arrangements
- Long Term Care Plans
Investment Management Services
- Management Services: Current investment performing poorly? We can manage exisitng portfolio, and do a cost / benefit analysis on your investments to make sure they are meeting your goals and objectives.
- Retirement Services: Traditional IRA's, SEP, SIMPLE. 401k, 403b, and Profit Sharin.
- Pension Rollover Services: Our firm can handle rollovers from prior or existing employers.
- General Investing: Our firm has affordable plans to help you save for the future.
- College Planning: Our firm can show you how to plan for the cost.
- Annuities: Fixed
and Variable Plans.