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Products & Services
Financial Planning
- Helping you create a path to your goals
- Consistent with your values
- A plan you can follow with confidence
- Coaching and education
- Business succession strategies, retirement plans, benefit plans
Insurance
- Life (individual and group)
- Disability (individual and group)
- Business Overhead Expense
- Long-term care (individual and group)
- Critical illness
- Key person
- Buy-Sell (business succession)
- Health (group)
Investments
- Mutual Funds, Stocks, Bonds
- Education funding (529 plans)
- Annuities
- Managed money
- Real estate investment trusts (REITs), alternative investments
Retirement Plans (all types)
- IRAs (Traditional and Roth)
- For Business: SIMPLE, SEP, 401k, Profit-sharing, Nonqualified Deferred Compensation)
- Nonprofits: 403b and 401k
Nonprofit Organizations
- Retirement plans
- Employee benefit plans
- Fundraising consulting
- Management consulting