Our Services


Our firm focuses on individual, business and not-for-profit clients with varing levels of planning needs. We believe that the pursuit of personal and financial objectives are best achieved within a consistent framework that is regularly reviewed for progress and appropriate adjustments. We call this ongoing, dynamic discipline:


"Wealth Strategies"

While the term wealth has many connotations, we describe it as the "Adequacy of financial resources to maintain or improve a standard of living and/or standard of financial stability that has been obtained, or is attainable, by an individual, family, or business enterprise."

"Wealth Strategies" facilitate the circumstances that most effectively meet the client`s objectives. This requires the assessment of their current situation, recognition of their needs and wants, and identifing the appropriate steps necessary to achieve the client`s goals. Finally, we recognize that along with the trust we create is the responsibility to be an effective catalyst.

Following is a partial list of the products & services we offer:


INDIVIDUAL STRATEGIES, PRODUCTS, AND SERVICES

* College Funding
* Investment Planning
* Insurance Planning
* Pre & Post Retirement Planning
* Estate Planning
* Long Term Care Planning
* Charitable Gift Planning


 

* Traditional Life Insurance
* Variable Life Insurance
* Disability Income Insurance
* Individual & Temporary Health Coverage
* Long Term Care Insurance
* Asset Management & Investment Advisory Services
* Mutual Funds
* Variable Annuities
* Certificates of Deposit
* Stocks
* Bonds


BUSINESS STRATEGIES, PRODUCTS, AND SERVICES
Business Continuation Planning--- Buy/Sell Agreements --- Family Control Strategies --- Family Limited Partnerships --- Partnership Buyout Arrangements --- Stock Redemption Plans --- Succession Planning
Executive Benefits Planning--- Deferred Compensation Plans --- Key-Man Insurance
Employee Benefit Planning
* Employee Benefits:--- Short & Long-Term Disability --- Group Health Insurnace --- Group Dental & Vision Plans --- Group Life Insurance
* Retirement Plans:--- 401k Plans --- S.I.M.P.L.E. Plan --- Simplified Employee Pension Plans (SEPs) --- Defined Benefit Plans --- Defined Contribution Plans

Securities offered through Walnut Street Securities, Member FINRA/SIPC.

INSURANCE AND INVESTMENT PRODUCTS