Strategies for GenerationsTM is a process we have designed to help us help our clients by:

  • Summarizing where they are in their lives,
  • Evaluating what is important and what makes them happy,
  • Pinpointing the direction they want to go, AND,
  • Implementing strategies to help them get there!

OUR FOCUS: the financial portion of your life.

By delegating this important area to us, you can focus YOUR TIME and energy to the other important areas in your life:

  • Striving for physical fitness and well-being
  • Family time and its rewards
  • Giving back to the community and charitable inclinations
  • Spiritual and/or emotional peace
  • Further and continual learning and
  • Growth and career satisfaction

Products and Services

 

  • Mutual Funds
  • Stocks
  • Bonds
  • Unit Investment Trusts

  • Term
  • Whole Life
  • Universal
  • Variable
  • Group Insurance
  • Single-Premium
  • Survivorship/Second-to-Die
  • Joint/First-to-Die

  • Group/Individual
  • HMOs, PPOs
  • Blue Cross/Blue Shield
  • Dental
  • Vision
  • Long-Term Care

  • Noncancelable/Guaranteed
  • Overhead Expense
  • Group Long-Term Disability
  • Group Short-Term Disability

  • Immediate
  • Deferred
  • Fixed
  • Variable

  • Financial Needs Analysis
  • Business Needs Analysis
  • RightCapital
  • Financial Profiles
  • Estate Planning Analysis

  • Retirement Plans:
    • Money Purchase Pension Plans
    • Defined Benefit Plans
    • 401(k) and Profit-Sharing Plans
    • IRAs
    • Keoghs
    • Simplified IRAs and 401(k)s
  • Deferred Compensation Plans
  • Executive Bonus Plans Variable
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Split Dollar Plans
  • Business Buy-Sell
  • Stock Redemption Plans
  • Pension Rollovers
  • Settlement Options
  • Cafeteria Plans (Sec. 125)
  • Salary Continuation