Planning Financial Freedom

Services

 

Personal Services

Financial Planning
-- Fee Based Financial Plan
-- Non-Fee Financial Profiles
-- A Comprehensive Financial Planning
and Implementation Approach

Estate Planning
-- Charitable Giving

Tax Planning Strategies

Retirement Planning

Educational Planning

Brokerage Services
-- Full Service
-- Cash Management Accounts
-- Wrap Accounts

Pension Strategies
-- Survivor Options
-- Lump Sum Distributions

Insurance
-- Life
-- Disability
-- Long Term Care

Annuities
-- Fixed
-- Variable

 

Mutual Funds

Qualified Retirement Plans
-- IRAs

-- Roth IRAs
-- IRA/401(k) Rollover
-- SEPs
-- Keoghs

Business Services

Business Planning
-- Comprehensive
-- Financial Statements
-- Business Valuation
-- Executive Benefits
-- Key Employee
-- Buy Sell
-- Estate Tax Planning

Business Continuation

Employee Financial Planning
Seminar Services

Qualified Plans
-- Pensions
-- Profit Sharing
-- 401(k)
-- Defined Benefit
-- IRS Approved Prototypes
-- Pension Administration
-- Investment Accounts
-- Tax Sheltered Annuity
-- SEP
-- Simple Keoghs

Business Insurance
-- Buy Sell
-- Key Person
-- Payroll Deduction
-- Split Dollar
-- Disability
-- Disability Buy-Out
-- Overhead Expense
-- Executive Carve-Out LTC

Executive Compensation
-- Deferred Compensation

-- Capital Transfer
-- Executive Bonus
-- 401(k) Carve Out