Financial Planning Services

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Financial Planning Services

Complete Financial Review
Asset Allocation Recommendations
Fact Finding & Needs Analysis
Ongoing Monitoring & Review
Full-Service Menu Options

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

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Investment Services

Full-Service Brokerage
Mutual Funds
Variable Life Insurance
Variable Annuities

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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Retirement Funding

403(b)
TSA
401(k)
Social Security Analysis
Lump Sum Distributions
IRA
Roth IRA
Rollovers
Retirement Income Strategies

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

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Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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Business Planning Services

Business Succession Strategies
Buy/Sell Agreement Funding
Deferred Compensation
Key Person Insurance
Non-qualified Discriminatory Retirement Plans

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

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Employee Benefit Services

Business Succession Strategies
Buy/Sell Agreement Funding
Deferred Compensation
Key Person Insurance
Non-qualified Discriminatory Retirement Plans

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

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Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

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Life Insurance Services

Life Insurance
Long Term Care Insurance
Term Insurance
Linked Benefits
Impaired Risk Underwriting

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

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Education Funding

College Savings / 529 Plans
UGMA / UTMA accounts

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

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The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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Estate Preservation

Estate Analysis
Strategies to Reduce Taxes
Gifting Strategies
Charitable Giving Strategies
Estate Analysis

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Partner Carriers

American Funds®

Fidelity Advisors®

Franklin Templeton Investments®

John Hancock Investments®

Putnam Investments®

Securian©

TransAmerica©

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