FINANCIAL SERVICES

  • > Annuities 
  • Most investors share the same goal of long-term wealth accumulation. Some of us have no problem watching our investments bounce up and down from day to day, while risk-averse investors or those nearing retirement generally can't withstand short-term volatility within their portfolios. If you are this type of investor - or one who has a moderate risk tolerance - annuities can be a valuable investment tool.
  • > 401K and IRA
  • 401(K) plans are also known as contribution plans which are part of retirement plans. Profit sharing plans, Simple IRAs and IRAs, money purchase plans, and SEPs are other contribution plans. Since the amount that is contributed is defined either by the employee or the employer, they are called "defined contribution plans.
  • > Group and Individual Health
  • Receive up-to-date information on the affordable care act (Obamacare) for you personally, or how it effects your employees. Detailed information on the differences of the four levels of coverage bronze, silver, gold, and platinum. Are you eligible for a subsidy or tax credit for your health care?
  • > Life Insurance
  • Life insurance is a protection against the loss of income that would result if the person insured were to pass away. The person named the beneficiary would receive the proceeds and would be safeguarded from the financial impact of the death of the insured. The main purpose of life insurance is to provide an amount of financial security for your family after you pass away. You should think about the type of living you would like for your family before you purchase a life insurance policy. You should definitely take another look at your policy whenever a life event happens, such as, marriage, divorce, a birth or adoption of a child, or purchase of a major item like a business or a house.
  • > Charitable Strategies
  • Charitable Giving: Taxation, Planning, and Strategies is an indispensable tool that provides the specialized tax-planning insight you need to help you realize the greatest possible tax benefits from charitable giving.