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Menu of Product and Services

Investments. Carefully Selected.
Thoughtfully Combined.


Financial Organization
Debt Elimination Planning
Life Insurance
Disability Insurance

On the Lighter Side

Indexed Annuities
Fixed Annuities
FDIC Insured CDs
Socially Responsible Investing

Main Course

Retirement Planning
Investment Management
Investment Consolidation
401K Rollovers
IRA Transfers
Stocks, Bonds, Mutual Funds
Variable Annuities

Senior Menu

Retirement Income Planning
Long Term Care Insurance
Beneficiary Review
Long Term Care Planning
Social Security Strategy

Kids Menu

529 Savings Accounts
Custodial Roth IRAs
Custodial Accounts
Education IRAs
Education Planning


1035 Insurance Exchange
1031 Land Exchange Consulting
Business Sale Consulting
Business Continuation Planning Education
Hourly Consulting
Tax Planning

Wine List

Stock Options
Real Estate Investment Trusts (REIT)
Limited Partnerships
Business Development Companies
Private Equity


Estate Planning
Trust Services
Charitable Giving
Gifting Strategies
Transfer on Death (TOD)

We suggest that you also discuss your specific situation with a qualified tax or legal advisor for some of these services as we do not provide tax or legal advice.