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