Our Services

 



 Once goals are established, together, we will customize an appropriate strategy to accomplish your objectives using one or more of the following services (listed below) and/or products, which are listed on the following page:


Retirement Planning


v IRAs



vAccumulation Phase (growing funds for use in retirement)


v Distribution Phase (income during retirement years) 


v Rollovers of 401(k) and other employer sponsored plans 


v Small business retirement plans


    Investment Planning 


v Brokerage accounts (both commissioned and fee based)


v Review of competition's brokerage statements


v Review of 401(k), etc (employer sponsored retirement accounts)



            

  Risk Management 


v Long-Term Care Planning


v Life Insurance


                                               vComplimentary Policy Reviews


                                               vBeneficiary Designation Reviews



College Expense Planning


v 529 College Funds


v Coverdale IRAs


Estate Planning


v Provide consultation to help you understand what estate planning applications might apply to your specific situation.


v Trusts


v Wills


v Living Wills


v Tax Protection


v Business Succession


v Estate Valuation Planning


v Lifetime Transfer Planning


v Life Insurance Based Planning


v Guardianship & Special Needs Arrangements