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Our Services

Coordinated Financial Planning

Our coordinated financial planning process helps derive a clear path for your family to take in order to accomplish as many of your goals as possible. The process is built upon your family’s unique financial strengths, weaknesses, threats and opportunities.  Potential areas of review include:

  • Retirement Plan Review
  • Life Insurance Review
  • Education Plan Review
  • Long-Term Care Insurance Review
  • Budget Review
  • Emergency Fund Review
  • Disability Insurance Review
  • Property and Casualty Insurance Review
  • Estate Plan Review
  • Business Plan Integration

 

Modular Needs Analysis

If a coordinated financial plan is perhaps a bit more service than your family requires, our modular needs based analysis will review your current plan for possible changes you need to make in the plan's principle foundation pieces in order to fulfill your family's principal financial goals. Potential areas of review include:

  • Retirement Plan Objectives
  • Long-Term Care Needs
  • Education Goal Objectives
  • Life Insurance Review
  • Disability Insurance Review

 

Business Services

We offer a number of services for business owners, executives and employees. These services include:

  • Qualified Retirement Plan Implementation
  • Business Continuation Planning
  • Key Employee Coverage
  • Disability Protection Coverage
  • Long-Term Care Coverage