
Advisory Services
How do you pay for a college education, protect family and business interests, and fund a comfortable retirement? A foundation built on a comprehensive suite of insurance and investment products combined with sound financial management that provides value, protection, and performance. Based on your investments objectives, we can help you determine what financial products and services may be suitable for you. You may select a-la-carte from our menu of products and services to personally customize your own insurance and investment portfolio.
We provide advisory services to include facilitating:
Registering a Limited Liability Corporation, Partnership, or S-corporation in the state
Obtaining legal tax status
Obtaining Health, Life, Disability, Ancillary, and business liability insurance
Obtaining 401(k) and IRA plans
Opening business bank accounts and obtaining business credit lines
Opening brokerage accounts
Obtaining Executive Benefits, Buy-sell agreements
Child education planning and charitable planned giving
Coordination with your tax professional for compliance purposes