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*
- Family Meetings
- 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)