Financial Services Products

Whether your needs range from "asset protection" to "business succession" to "wealth management" our specialists in this area can analyze your needs and make planning recommendations that accomplish your objectives.

Asset Protection

After our free financial evaluation of your assets, liabilities, income, and estate issues, we will develop a cost efficient asset protection program that represents value. This program may involve the use of:

  • Annuities
  • Disabilities Coverage
  • Life Insurance
  • Long Term Care

Business Succession

Planning. We can assist you in the orderly and tax efficient transfer of your business to others. In the event of either death, disability, or retirement you need to prepare for an orderly transfer through the use of:

  • Business Overhead Expense
  • Disability Buy-Outs
  • Employee Stock Ownership Plans
  • Funded Buy-Sell Agreements
  • Key Person Coverage