We offer a wide variety of products and services to help you solve today’s business financial problems and to prepare for the future.
Business Continuation Planning
•Funding Option Analysis
•Buy - Sell Strategies
•Family Business Succession Planning
•Key Person Insurance
Executive Fringe Benefits
•Executive Bonus Plans
•Split Dollar Insurance
•Deferred Compensation Funding
•Salary Continuation Plans
•Non-Qualified Executive Fringe Benefits
Employee Benefit Program
•Life and Disability Income Insurance
•Pension, Profit Sharing and 401(k) Plans
•Payroll Deduction Plans
•SIMPLE IRAs
•Non-Qualified Retirement Programs
How we work
An Objective Approach To Problem Solving
Critical to my "needs-based" approach, is our ability and commitment to listening and asking the right questions. We get to know our clients and understand what is truly important to them. Our goal is to help you to achieve your financial goals. To that end, we use a four-step process to help you with your insurance needs:
Analyze
Before we recommend any product or service, we ask questions and get a clear understanding of your circumstances and financial objectives. We then analyze your insurance portfolios to identify any gaps that may exist.
Recommend
We will provide you with suggestions to fill in the gaps and help you reach your objectives more efficiently.
Implement
If our recommendations make sense to you, we will work with you to implement these strategies in stages to help financially secure your tomorrow.
Review
Your financial situation is bound to change; we will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your short and long term goals.
Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Professionals are only able to provide certain services if they are licensed to do so.