Our Services

Our role is to help you define your financial goals and develop strategies to achieve them. Your goals will be determined by many factors—your age, income, employment, family status, and personal preferences. We can provide comprehensive planning services, or we can focus on a narrow area of interest to you. In order to help you meet those goals, we provide the following services and products.


Family Financial Security Planning

  • Family Income Needs Analysis
  • Debt Analysis and Protection
  • Personal Insurance Planning

Savings and Investment Planning

  • Tax-Favored Investments
  • Education Funding
  • Fee-Based Financial Planning and Asset Management

Retirement Planning

  • IRAs – Regular and Roth
  • Pension Distribution Planning
  • Retirement Accumulation Planning


Business Planning

  • Business Continuation Planning
  • Executive Compensation Programs
  • Qualified Retirement Plans (Profit Sharing, 401(k), etc.)
  • SEP and SIMPLE Plans

Comprehensive Estate Planning

  • Estate Analysis
  • Planning Alternatives
  • Liquidity Funding
  • Charitable Giving and Charitable Trust Planning



  • Mutual Funds
  • Stocks and Bonds
  • Fixed Annuities – Deferred and Immediate
  • Variable Annuities
  • REITs


  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
Fixed insurance products and services are offered by MultiPlan Financial Services.