We're here for you.
We offer both personal and business planning options.
We offer fee-based consulting for your personal and business finances, as well as other financial services.
Personal Planning
We will organize all your finances and provide education and guidance on:
- The Right Amount and Type of Protection
- Systematic Savings
- Risk, Reward, and Fees when Investing
- Investing Properly
- Debt Elimination Strategies
- Spending Plans
- Retirement Income Strategies
- Developing Great Habits and Behaviors
We charge a flat fee for our planning process, which varies depending on the amount of involvement you are looking for from our team. You will receive our support for 12 months with access to our team by phone, text, email, and face-to-face and online meetings.
Business Planning
We will organize all your business and personal finances and provide education and guidance on:
- Building Your Personal Net Worth with the Business
- Increasing Income through your Employees
- Protecting Income and Business Value for your Family
- Exit Strategies to Reduce Risk and Taxes
- Providing Benefits to Increase Company Culture
- Understanding your Business’s Value
We charge a flat fee for our business planning process, which varies depending on the amount of involvement you are looking for from our team. You will receive our support for 12 months with access to our team by phone, text, email, and face-to-face and online meetings.
Additional Services - Personal
PERSONAL FINANCIAL ECONOMICS
- Maximum Wealth Accumulation
- Minimize Risk
- Efficiency of Process
- Identify Lost Opportunity Cost
- Maximum Wealth Protection
- Integration and Coordination
- Macro Economic Verification
- Tax Minimizing Strategies
- Personal Cash Flow Analysis
INVESTMENTS*
- Retirement Planning
- IRA’s
- Brokerage Accounts
- Fixed Annuities
- Individual Stocks Bonds*
- Variable Annuities*
- SMA’s*
- Mutual Funds ETF’s*
- College Planning Strategies
*Investments offered through Park Avenue Securities
INSURANCE
- Life
- Disability Income
- Long-Term Care
- Group Benefits
Additional Services - Estate
ESTATE LEGACY PLANNING
- Assisting with Wills
- Health Care Proxy
- Assisting With Power of Attorney
- Assisting With Living Wills
- Gifting
- Liquidity Needs
- Assisting With Guardianship
- Probate Reduction
- Asset Distributions
- Minimize Estate Tax
TRUST DESIGN
- Domestic Asset Protection Trust
- Testamentary Family Trust
- Defective Trusts
- Revocable Trust
- Charitable Remainder Trust
- Irrevocable Trust
- Dynastic Trusts
- Minority Business Interest Planning
Additional Services - Business
BUSINESS PLANNING
- Exit Planning
- Retention Programs
- Employee Engagement
- Business Continuation
- Buy / Sell Agreements
- Business Valuations
- Cash Flow Analysis
- Group Benefits and Health Insurance
BUSINESS ORGANIZATION
- C-Corporation
- S-Corporation
- Partnership
- Sole Proprietor
- LLC
- Non-Profit
EXECUTIVE BENEFITS
- Non-Qualified Plans
- Split Dollar
- Executive Bonus
- Deferred Compensation
- Key Man Life Insurance
QUALIFIED RETIREMENT PLANS
- Pension Plans
- Profit-Sharing Plans
- 401(k)
- SEP
- Simple IRA