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Products For You
Many people are drawn to quick money, but that often leads to financial problems later on. Looking at past occurrences from all over, it's clear that focusing on long-term investments, such as diversifying your money and cutting down taxes you have to pay, can lead to financial success. This is where a financial advisor comes in to help. Together we make a plan to aid you in making simple and smart investment decisions, helping you reach your biggest financial goals, including:
IRA / Stretch IRA
Private Retirement Plans
Estate Planning
Wills / Trusts
College Funding
Charitable Donations
And we can protect that wealth with programs that can give you stock market-like returns without the risk. It's super important to safeguard your wealth and future income in any solid financial plan, and you can do that with programs like these:
Annuities
Universal / Term Life Insurance
Medicare Supplements
Tax-Free Investments
Professional Money Management
Health and Disability Insurance
Products For Your Business
A good financial plan can really make a difference for your business. There are lots of options out there now, so it's important to pick the one that fits your business goals best. Whether it's about giving great benefits to your employees, finding cool programs for your top people, or getting the most out of tax benefits, there are ways to help you choose the right plan to reach your company's big financial goals. Designing and implementing the right benefit package can both attract and retain quality employees, leading to significant tax savings for your business, packages like these:
401 (k)
Profit Sharing / New Comparability
Defined Benefit / Age Weighted plans
Deferred Compensation
Split Dollar / COLI plans
Buy/Sell Agreements
Succession Plans
SEP / Keogh
SIMPLE
Pension plans
Executive Bonus
Salary Continuation
Group Health Insurance