Our Services
Our Services
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Financial Planning
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Profile Forecaster
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Estate Conservation Planning Strategies Analysis
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Retirement Planning Strategies
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Charitable Giving Strategies
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Education Funding Strategies
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Tax Deferred Accumulation Strategies
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Immediate Annuities
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Fixed Annuities
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Variable Annuities
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Tax Sheltered Annuities, 403(b) Plans
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Pension Payout Alternatives
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Pension Transfer/Rollovers
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Mutual Funds, Stocks, Bonds, Exchange Traded Funds
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Individual Retirement Account, IRA Consolidation/Rollover
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Roth Individual Retirement Account, Roth IRA Consolidation/Roller
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Managed Investment Accounts
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Brokerage Accounts
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Term Insurance
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Universal Life Insurance
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Variable Universal Life Insurance
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Whole Life Insurance
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Mortgage Protection (through life insurance and disability income insurance)
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Long Term Care Insurance
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Disability Income (DI) Insurance
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Survivorship Life Insurance Strategies
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Employer/Employee Benefit Planning Strategies
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Group and Payroll Deduction Life and disability Insurance
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Group Dental Insurance
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401K, SIMPLE IRA and SEP Retirement Plans
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Executive Bonus, Deferred Compensation, Buy and Sell Agreement Funding options, Split Dollar and Key Person Insurance Strategies