Our Planning Services

Retirement Planning

Retirement planning is a process that actually continues throughout your retirement years, with tweaks and changes to ensure that you stay on track. Many individuals will immediately think of their portfolio and rate of return, but your age is also an important factor that can help you maximize certain benefits, while helping you avoid mistakes, which are often accompanied by hefty penalties.

Here are a few retirement planning services to consider.

  • Bank CD Alternatives
  • 401(k) Rollovers
  • Mutual Funds
  • Investment Planning
  • Asset Protection
  • Legacy/Inheritance Planning
  • Estate Planning
  • QDRO Planning
  • Capital Transfer Strategies
  • Roth IRA Conversions
  • IRA Contributions

Individual Planning

Creating a viable investment plan requires a little more than simply establishing a savings account and buying a few random shares of stocks. In order to structure a plan that is right, it is important to understand what you want to accomplish with the investments, define how to reach those goals and evaluate different types of investment options to decide which ones will aid in the achievement of those goals. The good news is that it is never too late to create and implement a personal investment plan and begin creating a nest egg for the future.

Here are a few individual planning services to consider.

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Medicare Supplements
  • Educational Funding Strategies
  • Lawsuit Settlement Planning

Corporate Planning

Companies will benefit from drawing up an investment plan, regardless of whether they are planning to invest cash assets or to start actual asset management. If investments play an important role in the company, it will be worthwhile to consider drawing up an investment policy that guides all investments.

Here are a few corporate planning services to consider.

  • Group Medical and Dental Plans
  • 401(k) Plans
  • SEP Plans
  • SIMPLE Plans
  • Buy/Sell Policies
  • Key Person Insurance
  • Split Dollar Arrangements
  • Deferred Compensation
  • Executive Bonus Plans