We are a unique organization that
offers one-stop financial shopping to all of our "valued"
clients. As an independent company we offer non-proprietary products
to our clients. We conduct our own due diligence and research
on all products that we offer to our clients to help insure that
the client is receiving the best product according to that clients
individual needs.
We offer comprehensive retirement
planning services to our clients which include:
Estate Planning (conducted by licensed
attorneys specializing in this area)
Estate planning services are conducted by attorneys who specialize
in this area. Estate planning services begin with a review of
the clients estate to determine if any tax savings and/or asset
transfer strategies are needed. This could include the use of
a living trust, ILIT, asset protection trust, gifting, etc. Elder
care considerations are also made for those clients needing this
information for themselves or a loved one.
Pre & Post Retirement Planning
Whether you are in the accumulation phase or payout phase we can
help. We specialize in retirement income planning and offer the
most competitive products. Talk to one of our Financial Consultants
about how to help maximize your income during retirement.
Investments (Portfolio Review &
Allocation)
Our experienced Financial Consultants will review your existing
portfolio and recommend adjustments if needed.
Insurance
We offer full insurance services which include selecting the most
competitive product(s) from financially sound companies. Our insurance
planners can also determine if you have adequate life insurance
coverage.
Income Tax Planning & Preparation
Our tax experts will prepare your personal and corporate business
tax returns at what we feel is a substantial discount and provide
sound tax planning ideas to help you minimize your taxes.
Charitable, Life and Legacy Planning
Are you charitably inclined? Do you want to leave a legacy? Although
these services are not offered in house we would be happy to refer
you to someone who specializes in these services.
Real Estate Services
Are you trying to decide if you want to sell, refinance or buy
a property at this time? We can help. We also can arrange for
competitive financing and help determine the best type of service
for your individual needs.
If you would like to receive a one
hour free consultation with one of our Consultants, please call
1-800-206-2221, Ext. 00.
