Life Insurance
Whole Life or Term Life?
Figuring out which plan is best for you requires realistic goal setting and education on the matter. FYI… You can get a mixture in one plan.
Health Insurance
What plan fits my needs?
Health Insurance is expensive and can feel overwhelming. How do you cut through the large amount of information to get what you need? Don’t fret, there is a way to keep this simple.
Wealth Management/Estate Planning
How do I minimize estate tax while maximizing family wealth?
We think out of the box and offer multiple financial strategies working in conjunction to provide more for the next generation.
Retirement Income Strategies
What is enough savings and how do I make it last?
Between analyzing your current budget and focusing on the realistic changes that will occur in retirement we can calculate a safe rate of retirement income that can last 20 - 40 years from the day you leave your office.
Employee Benefits
Employee Retention. How do I do it?
Let’s get the maximum tax benefit together with the following solutions:
- 401k plans, Group Health Insurance plans, Executive Bonus Plans
College Education Planning
529 Plan… or is there another way?
This is a subject matter I take to heart. Our college tuitions are rising along with the importance of education in our work places. Let’s talk and explore options to ensure your children can afford any level of education at any school anywhere.