Broker Check

Personal Planning   

Income Diversification

Asset Allocation

401(k) Match Maximization 

Annual Asset Reallocation 

529 Plans for College Funding

College Funding with Appreciated Stock 

Financial Retirement Assessment 

Supplemental Life Insurance for Retirement Planning Plan (SLIRP)

Pension Maximization 

ESPP Discount Maximization 

Employer Retirement Plan Integration 

IRA Planning: Roth vs. Traditional 

72(t) Early Distributions from Retirement

IRA & 401(k) Catch-Up Provision 

Roth IRA

IRA & 401(k) Catch-Up Provision

Appreciated Property

Stretch IRA Planning 

Social Security Optimization 

Long-Term Care Planning 

Long-Term Disability Planning 

Life Insurance

Non-Qualified Employee Stock Options 


Economic Value of Human Life 

Human Capital 

Split Annuity Concept

Business Planning

412(i) Plan

Age-Weighted Pension Plan

Business Succession Planning

Salary Continuation

Buy/Sell Agreements

Non-Qualified Deferred Compensation

Key Person Incentives

Split Dollar Insurance

Golden “Handcuff” Arrangements


Group Life Carve Out

Group Term Insurance

Estate Planning

Annual Exclusion Gifting Conversion

Charitable Gifts of Appreciated Property

Charitable Remainder Trusts

Irrevocable Trust

Revocable Trust

Leveraging Gifts Through Life Insurance

Family Limited Partnership


Basic Will

Beneficiary Designations

Living Wills

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (903) 818-0560