Our Services


Comprehensive Financial Planning

Planning isn't impossible. You just need to sit down with a professional and do it.

Our goal is to provide you with peace of mind. The peace-of-mind that comes from knowing that your objectives and goals will be reached because you are working with someone you can trust. By working with a well versed team, trained and knowledgeable about financial planning and one who keeps abreast of changes that occur in the financial world, you can successfully:

  • Reduce your taxes*
  • Reach specific retirement goals
  • Decide how to invest properly, based on your own goals and risk tolerance
  • Ensure that your family and assets are suitably protected if the unexpected occurs
  • Custom design programs that will help you to achieve your special goals...buying a home, retiring early, financing your child's education, and more.

Since making the right investments and insurance decisions are key to helping you reach your goals, we want you to be assured that we offer products from many well-known financial services firms ...

As a client, you and your planner will develop a confidential relationship based on mutual trust and respect. Your planner has been trained to listen carefully to your financial concerns and make sure the work he or she does reflects those concerns.

Our financial planners know the value of your time, and they respect your investment wishes. Aside from listening carefully to your concerns, your planner will help you find the answers to your financial questions. If he or she doesn't know the answer, a network of experts is just a phone call away to provide additional support. If you prefer, our planner will work closely with your own experts.

Areas of Financial Planning*          

  •     Protection Planning
  •      Investment Planning
  •      Financial Position
  •      Tax Planning
  •      Retirement Planning
  •      Estate Planning


Solutions for Business owners and Exectutives


Benefit solutions to help you protect and provide for your employees.

Let us help you turn your benefits plan into a strategic investment by helping you achieve your objectives of employee attraction, retention and productivity.  With the experience of  our Advance Solutions Team and the expertise of our people, we can assist you in optimizing your benefits and retirement plans. Our offerings include flexible, “best-in-class” solutions that will help you meet the diverse needs of your employees and retain top talent in a cost-effective way.

We  know you've worked hard to establish a thriving business and we're here to guide you through the many financial questions you may have.  We're pleased to offer the following services and products:

  • Buy Sell Agreement Funding                        
  • Executive Bonus Plans
  • Deferred Compensation Plans
  • Key Person Insurance
  • Pension Plans
  • Profit Sharing Plans
  • 401(k)
  • Guaranteed Standard Issue Disability
  • Supplemental Disability Insurance
  • Multi-Life Disability Income Insurance
  • Multi-Life Long Term Care Insurance
  • Voluntary Employee Benefits
  • Group Insurance Benefits

While we are not in the business of offering tax or legal advice, we can work with you and your professional advisors to help you select the most appropriate products and services for your personal situation and provide information in the areas of:

  • Business Succession
  • Income and Estate Tax Consequences of Qualified Plans
  • Charitable Giving Strategies
  • Long-Term Care Insurance 

Income Replacement Insurance Products*

Disability Income Insurance today plays a significant role in a financial strategy. We help you review and select features that are appropriate to your situation: 

  • Disability Income Protection 

Life Insurance

  • Variable Life, Universal Life and Whole Life Insurance
  • Term Life Insurance
  • Payroll Deduction Life Insurance
  • Key Person Protection

Wealth Managment    

Our service  is built on the values of integrity, trust, professionalism and competency—values that make our firm one of the most respected and successful financial services firms. 

Our team of associates, specialists and advisors are committed to these principles and provide our valued clients with the necessary information and comprehensive planning to help them achieve financial success and stability. 

  • Investments                                               
  • Advisory Services
  • Mutual Funds
  • Stocks
  • Bonds

Funding and Services for the following Qualified Plans

  • Pension Plan Funding and Administration
  • Profit Sharing and Money Purchase Plan Funding
  • 401(k)
  • Roth IRA
  • SEP