Products & Services

We provide assistance in the following areas:

Corporate Services
  • Deferred Compensation
  • Supplemental Executive Retirement Plans (SERP)
  • BOLI & COLI analysis & acquisition
  • Section 162 Bonus Plans
  • Qualified and Non Qualified plan integration
  • Executive Disability
  • Executive Long Term Care
  • Supplemental Life Insurance
  • Payroll Deduction College Plans
  • Group Benefits
  • Retirement Plans
  • Nonprofit 457 Plans

 

Private Client Services
  • Financial Planning
  • Estate Planning 
  • Investments
  • Annuities

 

  • College Plans
  • Disability Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Policy Analysis