Transactional solutions and strategies are determined by your specific needs and personal situation.
Insurance/Risk Management Solutions
Protecting yourself, your loved ones or your business against unexpected events is a fundamental aspect of wealth planning. Our Insurance Specialists identify which risks could tremendously impact your financial situation and help prevent a lifetime of planning from falling short when you need it most.
- Life Insurance: Income replacement needs, mortgage protection, business succession funding and estate planning
- Disability Insurance: Protects your income in the event of your inability to work due to accident or sickness prior to achieving financial freedom
- Long Term Care Insurance: Provides financial support for the costs of respite care, adult day care, in – home care, and nursing home care when you can no longer care for yourself while simultaneously protecting the financial freedom of your loved ones.
Guarantees are based on the claims paying ability of the issuing company.
Business Owner Solutions
Whether it’s implementing an employee benefits strategy, installing a company retirement plan, protecting your business against the loss of a key employee, or designing a business succession strategy, we can help you determine the most advantageous manner to pursue your objectives.
- Employee Benefits (health & dental insurance, life insurance, disability insurance)
- Company Sponsored Retirement Plans (401(k), SEP IRA, Profit Sharing Plan, Defined Benefit Plans)
- Business Succession Planning