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Our Products and Services

We specialize in Income Distribution Planning. Income Distribution Planning is the process by which the assets you collected as you were preparing for retirement (the accumulation phase) are paid out to you during your retirement (the distribution phase). We also provide assistance in the following areas:

Financial Planning

  • Investments
  • Taxes*
  • Mutual Funds
  • Annuities
  • Stocks
  • Bonds 
  • Retirement
  • Life & Disability
  • College/529 Plans
  • Income Distribution
  • Alternative Investments
  • Banking Products

Qualified Plans

  • SEPs/Simple IRAs
  • 401(k), 403(b)
  • Minimum distribution IRAs/TSAs
  • Defined Contribution
  • Maximum Contribution

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Medicare Supplemental Insurance

Estate Planning*

  • Wills
  • Living Trusts
  • Family Trusts
  • Charitable Trusts
  • Estate Tax Reduction
  • Asset Protection
  • Succession Planning
*Coordinated with the appropriate Advanced Planning Specialist (i.e. Estate Planning Attorney, CPA)