Wealth Management

Our wealth management professionals help our clients build and preserve their personal wealth, manage risk, improve performance, and to ultimately ensure the growth and longevity of their wealth.

Our financial planning services include:

  1. Business Planning 
           • Buy-Sell Funding  
           • Deferred Compensation 
           • Executive Bonus Plans 
           • Key Person Protection 
           • Voluntary Payroll Deduction plan
  2. Risk management
  3. Investment Analysis and Asset Allocation 
  4. Retirement Planning and implementation
           • Simplified Employee Pension Plan and Keogh
           • 401(K) and 403(b) Plans
           • Profit Sharing Plan
           • SIMPLE IRA
           • Individual Retirement Account 
               • Traditional IRA
               • ROTH IRA
               • Fixed, Variable, and Immediate Annuities
  5. Estate Planning
  6. College Funding
           • Education IRA 
           • Section 529 plan
  7. Insurance Planning 
           • Life 
           • Medical 
           • Disability
           • Long Term Care