Financial Planning
Estate Analysis:
- Helping to Preserve Estates
- Protect Heirs
- Establish a Legacy
- Giving to Church, Synagogue
- Charities, Charitable Remainder Trusts
- Private Foundations
Investments/Investment Services:
- Securities Brokerage Services, Unit Investment Trusts, Mutual Funds
- Asset Management Programs (Access Top Money Managers)
- Non-Qualified Accounts: Individual, Joint, Trust
- Qualified Accounts: TSA/403(b), IRAs/IRA Rollovers, Roth IRAs
- Fixed Interest and Variable Tax-deferred Annuities
- Risk Tolerance Questionnaires, Asset Allocation Profiles
- Retirement Analysis, IRA Required Distribution Calculations
- Early IRA withdrawals prior to 591/2 – 72(t) Calculations
- 529 College Saving Plans, UTMAs
- Coverdell Educational Savings Accounts
Insurance
Life
- Term Insurance
- Cash Value Insurance
- Life Insurance for Children and Grandchildren
Health
- Individual Plans
- Group Plans
Long-Term Care (LTC)
- Qualified LTC Policies
- Non-Qualified LTC Policies
- CA Partnership LTC Policies
Disability Income Insurance
Medicare Supplements
Business Services
Retirement Plans
- 401(k) Plan
- TSA/403(b)
- Simple IRA
- Keogh and SEP IRA
- Defined Benefit Plans
Key Employee Insurance
- Buy-Sell Agreements
- Qualified and Non-Qualified Deferred Compensation Plans
- Spit Dollar Plans
Health Insurance
Workers Compensation
Trust Services