Products & Services

Ongoing Coaching and Client Education

  • Regularly scheduled educational workshops and events

Investments and Financial Strategies

  • Legal Fee and Settlement Structure
  • Captive Insurance Planning
  • Traditional IRA
  • ROTH IRA
  • SEP IRA
  • SIMPLE IRA
  • Retirement Strategies
  • Tax Efficient planning
  • 401(k) Planning
  • College Plans
  • Estate Plans
  • Profit Sharing Plans
  • Money Purchasing Plans

Protection

  • Income Replacement Protection
  • Overhead Expense Insurance
  • Qualified Sick Pay Planning
  • Key Man Planning
  • Long Term Care Insurance
  • Life Insurance