Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Capital gains tax reduction strategies
- Wealth management and investing
- Estate planning and asset protection
- Company retirement plans (401k, SEP-IRA, DB plans, etc)
- ESOP
- Executive comp
- Non-qualified plans
- Annuities
- Life insurance
- Long term care insurance
- Disability insurance
- IRA
- IRA Rollovers
- Roth IRA
- 529 college savings
- company stock/concentrated stock positions
- NUA (net unrealized appreciation)