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Services

Business Planning

With programs such as buy-sell agreements, key person life insurance, executive bonus, and business succession plans you can protect your business and ensure its future viability.  Proper planning will allow for a smooth transition of the business to another family member, the next generation, or to your associates.

Estate Planning Strategies

With proper planning today, you can help ensure that your heirs will have sufficient liquididity to settle your estate in a timely and affordable manner. With the use of charitable giving strategies, trusts and other sophisticated techniques you can reduce the amount of taxes your estate will owe and expedite the distribution of assets to your heirs.

Insurance Services

Life, disability and long term care insurance are about risk. Risk is the exposure to the possibility of loss. Risk can be assumed, ignored or transferred to a risk bearer. By asking questions and listening to you, we assist you in addressing the solution. Whether for personal or business situations, we will help you determine the appropriate type and amount of insurance.

Retirement Planning

Setting up a retirement plan today can provide immediate benefits in the form of tax savings, as well as protect the future financial stability of both your family and your business. We offer full services for qualified retirement plans. If your business sponsors a qualified plan, we can deliver plan design and administration. For retirees or those about to retire, we can help you determine how best to receive your retirement benefits.

Investment Planning

We can help you design and implement an investment strategy that will help you pursue your personal and financial goals, handling all aspects of managing your funds to your specification. Through various financial vehicles you can pursue a wide range of investment objectives.

Trust Services

Our firm represents several quality Trust companies. Trusts can be used to avoid probate or to reduce estate and income taxes. They can also serve to transfer assets for the protection of your children, to avoid taxation of life insurance in your estate, or to keep your assets intact while paying income to someone you designate.