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Financial Consulting & Business Services

In order to allow our affiliates to offer true, comprehensive financial services to their clients, we have entered into agreements with a number of service providers to expand our portfolio well beyond the realm of investments and insurance. Through these arrangements we are able to address the full range of services today's clients require. This affords our affiliates the opportunity to serve as the "one-stop" outlet for all of their clients financial services needs. Currently, our portfolio of additional services includes:

Appraisal and Business Valuation Services Design and Administration of Employee Benefit Plans

  • §125 Cafeteria Plans
  • Qualified Retirement Plans
  • Age Weighted
  • Cross Tested
  • §401(k)
  • Pension
  • Profit Sharing
  • Non Qualified Deferred Compensation

Fee-Based and Fee-Only Planning Services

  • Budgeting & Cash Flow Analysis
  • Business Continuation Plans
  • Charitable Planning
  • Comprehensive Personal Financial Planning
  • Education Funding Analysis
  • Estate Tax Reduction
  • Investment Planning
  • Retirement Planning