Services and Products
Comprehensive Financial Planning
Personal planning
Cash flow
Debt Management
Tax
Accumulation
Protection
Retirement
Estate
Small Business planning
Cash flow
Debt Management
Tax
Accumulation
Protection
Employer/Employee Benefits & Compensation
Entity Choice
Business Succession
Integration of Personal and Small Business planning
Investment
Goals
Auto purchase
Business purchase/equipment funding
Education funding
Home purchase
Investment Property purchase
Retirement
Account types
Advisory
Brokerage
Business Retirement Plans
IRAs (Education, Traditional, Roth)
Products – Alternative Investments (Structured Notes, Business Development Company, REITs, Managed Futures, Hedge Funds & Fund of Hedge Funds, Private Equity, Exchange Funds, 1031 Exchanges), Annuities (Fixed, Variable), Fixed Income (Brokered CDs, CMOs, Corporate Bonds, Government Bonds, Money Market, Structured Products), Mutual Funds, Stocks, Unit Investment Trusts
Insurance
Goals
Business Buy Out/Buy-Sell
Income Protection
Premature Death
Long Term Care Protection
Legal Settlement
Products
Disability Insurance (Personal, Business Buy Out/Overhead)
Life Insurance (Term, Whole, Universal, Variable, Business Buy-Sell)
Long Term Care (Personal, Group)
Structured Settlements