Products & Services
MorningStar Services
MorningStar is an investment resource specialized in fund investing that provides current and historical data on more than 380,000 investment offerings.
| • Investment Analyses | • Portfolio Snapshots |
| • Portfolio Comparisons | • Investment Detail |
| • Fund Ratings | • Proposals |
Retirement Planning
Offering retirement planning strategies and advice unique to every individual based on their risk tolerance and time horizon.
| • 401(k)s | • 403(b)s |
| • 457(f)s and 457(b)s | • SEP and Simple IRAs |
| • Traditional and Roth IRAs | • Variable Annuities |
Investments
Offering a wide range of investment services and financial guidance for all of your investment needs.
| • Brokerage and Managed Accounts | • Asset Management |
| • Mutual Funds | • Tax Exempt Bonds | • Variable Annuities | • 529 Plans/College Funding |
Estate Planning
Helping you to design a plan to provide for the transfer of assets from one generation to another in the most cost effective way.
| • Estate Planning Analyses | • Survivorship Life Insurance |
| • Trust Documents | • Gifting |
| • Business Buy-Sell Agreements | • Charitable Giving |
Insurance
Providing objective advice to our clients helping them negotiate the appropriate coverage at the lowest costs. Our independence from insurance companies gives us a competitive edge.
| • No Lapse Guaranteed Insurance | • Low Cost Term Insurance |
| • Long Term Care | • Survivorship Life Insurance |
| • Whole Life Insurance | • Variable Life Insurance |
| • Group Life & Health | • Disability |
Executive Benefit Planning
Helping you to provide special benefits for executives to attract and retain your key employees.
| • Deferred Compensation Plans | • Executive Bonus 457(f) and 457(b) Plans |
| • Defined Benefit Pension Plans | • Supplemental Employee Retirement Plans |
| • Key-Man Insurance | • Business Continuation Plans |
Business Continuation Plans
Helping you to provide for the orderly transfer of your business in the event of retirement or a premature death. We’ll assist you in setting up an agreement while you are alive to make sure your wishes are carried out.
| • Analysis | |
| • Solution Design and Implementation |
Notary Public Services
Offering services to the public for non-contentious matters usually concerning estates, deeds, powers-of-attorney, and foreign and international business.