I am supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employee benefits.

We offer a wide variety of products and services to help you solve today's personal and business financial problems and to prepare for the future.

Business Continuation Planning

Funding Option Analysis

Buy - Sell Strategies

Family Business Succession Planning

Key Person Insurance Executive Fringe Benefits

Executive Bonus Plans

Split Dollar Insurance

Deferred Compensation Funding

Salary Continuation Plans

Non-Qualified Executive Fringe Benefits Employee Benefit Program

Life and Disability Income Insurance

Pension, Profit Sharing and 401(k) Plans

Payroll Deduction Plans

SIMPLE IRAs

Non-Qualified Retirement Programs