Products & Services
We provide assistance in the following areas:
Tax and Expense Reduction Planning
- Payroll Tax Reduction Plans
- Captive Insurance
- 412(e)3 Plans
- Restrictive Property Trusts
- 1031 Exchanges
- Charitable Estate Replacement Plans (CERP)
- Healthcare Alternatives, Options and Cost Reduction Strategies
- Medical Cost Sharing Communities (MCSC)
- Health Insurance Captives
- Medical Stop Loss
Investments
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
- Group Benefit Plans