Planning Assistance

Retirement Plan Rollovers

Individual Retirement Accounts (IRAs)

• Rollover IRAs
• Roth IRAs
• Spousal IRAs
• Traditional IRAs

Business Retirement Accounts

• 401(k) plans
• 403(b) plans
• Non-qualified accumulation plans
• Non-qualified deferred compensation plans
• Savings Incentive Match Plan for Employees (SIMPLE)
• Simplified Employee Pensions (SEP)
• Tax-Sheltered Annuities (TSA)

Developing Achievable Goals

Creating a Savings & Investment Plan

Protecting Financial Security

Building Net Worth

Managing Wealth

Creating Income From Assets

Disability income

Life

Long-Term Care

Planning Assistance

Education Savings Accounts

• 529 savings plans
• Coverdell education savings accounts
• Roth IRAs

Comprehensive Analysis & Financial Planning

Retirement & Estate Transfer Planning

Personal Trust Services**

• Living trusts
• Retirement plan trusts
• Trusts created under wills

Legacy Planning**

• Charitable giving strategies
• Estate settlement

Executive Services**

• Employee stock options
• Loans
• Restricted/controlled stock sales
• Deferred Compensation

Investment Services

• Managed funds
• Mutual funds
• Bonds
• Options
• Stocks
• Unit Investment Trust