We serve individuals and businesses in the following areas of  financial management, include:


Personal



  • Fee-Based Advisory Services
  • Risk Management & Insurance Planning
  • Annuity
  • Portfolio and Investment Analysis
  • Qualified Plan and 401K Rollovers
  • Estate Planning and Transfer Techniques.
  • College Funding
  • REITs
  • Oil and Gas Partnerships.
  • Equipment Leasing funds.



Business



  • Business Succession Planning
  • Key Employee
  • SEP, Simple, Keogh, Solo 401(K).
  • Non-Qualified Deferred Compensation
  • Buy-Sell Agreement
  • Executive Compensation Plans
  • Group Health Planning
  • 412 (I) Defined Benefit Plan



Alternative Investment



  • Private Placements
  • Non-Traded REITs
  • Oil & Gas Partnerships
  • Equipment Leasing Funds



Structured Products



  • Principal Protected Notes or CDs



International Traveling Insurance



  • Individual
  • Group
  • Education
  • Trip Cancellation
  • Marine
  • Mission



Medicare Solution



  • Medicare Supplements
  • Medicare advantage
  • Part D
  • Dental 
  • Hospital Indemnity



Social Security Benefits



  • When Should I Apply for Benefits?
  • What Is The Best Age To Apply?
  • How Can I Coordilate Benefits With My Spouse?
  • What's My Cost If I Take My Benefit Early?
  • If I delay, How Much More Will I Earn?
  • How Does The Survivor Benefits Work?
  • If I Am Divorced, Can I Claim Of My Ex-Spouse?