Areas of Expertise

Personal

  • Financial Planning
  • Wealth Accumulation
  • Retirement Planning
  • Insurance Solutions
  • Education Savings
  • Charitable Planning
  • Disability and Extended Care Needs
  • Estate Planning

Business

  • Executive Benefits
  • Succession Planning
  • Key Person & Buy-Sell Planning
  • Employee Benefits
  • 401(k), SEP IRA, SIMPLE IRA