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

 

Personal Financial Management:


  1. Financial Planning Services:


    • Fee-Based Advisory Services
    • Portfolio and Investment Analysis
    • College Funding
    • Estate Planning and Transfer Techniques


  2. Risk Management and Insurance:



    • Risk Management & Insurance Planning
    • Annuity
    • Long Term Care Insurance


  3. Retirement Planning:



    • Qualified Plan and 401K Rollovers
    • Social Security Benefits (including Medicare Solutions)
      • Medicare Supplements
      • Medicare Advantage
      • Part D
      • Dental
      • Hospital Indemnity


    • When Should I Apply for Benefits?
    • What Is The Best Age To Apply?
    • How Can I Coordinate 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?


  4. Alternative Investments:



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





Business Financial Management:



  1. Business Planning Services:



    • Business Succession Planning
    • Key Employee Planning
    • Buy-Sell Agreement
    • Executive Compensation Plans


  2. Employee Benefits:



    • SEP, Simple, Keogh, Solo 401(K)
    • Non-Qualified Deferred Compensation
    • Group Health Planning
    • 412 (I) Defined Benefit Plan





Structured Products:



  • Principal Protected Notes or CDs



International Travel Insurance:



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



Here are 10 Social Security calculators worth trying: