Providing a diverse range of services that address each clients the needs, plans and goals. Experienced consulting and advisory.
Consulting with business accounts and individuals. Learning each clients current status, along with their plans, and their goals. Evaluating the most appropriate solution for their needs. Advising what plan meets their needs. Then educating the client as to why I believe my recommendation is the best way to address their needs through a clear concise explanation of its benefits compared and contrasted with several alternatives.
- Advising and consulting Businesses on PPACA, and what options are available for them.
- Health Insurance design and implementation
- Optmization of benefit plans to meet financial needs with program expectations.
- Self-Funded Health Plans
- CDHP's
- Developing income planning solutions
- Voluntary Plans/Supplemental Plans
- Tax-favored Health Savings/Reimbursement Accounts, FSA's, HSA's,HRA's
- Wellness Programs
- Business Continuation Planning/Business Succession Planning
- Estate Planning
- Irrevocable Life Insurance Trusts
- Retirement Planning- Accumulation and Distribution
- Split Dollar Arrangements
- Executive Bonus Plans
- Gifting
- Income Tax Support- Insurance and Annuity
- Key Person Planning
- Charitable Trust Planning
- Premium Financing Plans
- Deferred Compensation / SERP Plans
- Simplified Issue/Guarantee Issue
- Wealth Transfer Issues
- Key Person Coverage
- Life Insurance Funded Personal Retirement and Savings Vehicles
- Standard/Roth IRAs
A broad portfolio of solutions tailored to meet the contingencies that may present problems for seamless business continuation.
- Establishing financial plans that address the needs and concerns of individuals from all financial statuses.
- Helping secure clients piece of mind through guidance aimed at addressing solutions to protect their future, and the future of their finances.