We educate people to better understand the importance and benefits of comprehensive financial planning as well as secure them with protection to help their plans succeed. You can't predict the future, but you can plan for it.

From insurance and investments to growing your future and maintaining your legacy, the services we offer are holistic and are customized to be as unique as the clients who depend on them. Integrating your goals in a way that leads to a lifetime of financial prosperity, we will design your plan around you, and you alone. Our team is versed in all aspects of financial planning, as we know that one size does not fit all.

Products & Services

Financial Planning & Strategies

• Individual and Family Planning
• Retirement Planning
• Estate Planning
• Exit & Succession Planning
• Tax Strategies
• Charitable Planning
• Business Planning
• College Planning

Group Health Plans

• Health Insurance
• Group Dental
• Group Vision
• Group Life
• Group Disability (LTD)
• Group Critical Illness
• Flexplan Individual Life
• Whole Life
• Universal Life
• Variable Universal Life
• Term Insurance

Retirement Planning Products

• Educational IRA
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Fixed Annuities
• Variable Annuities
• Indexed Annuities
• Qualified Longevity Annuity Contracts (QLACs)

Individual Disability Products

• Professionals, Families, & Business Owners
• Provider Essentials
• Provider Premiere
• Provider Select
• Retirement Protection
• Student Loan Coverage

Individual Life Insurance

• Whole Life
• Universal Life
• Variable Universal Life
• Term Insurance
• Pension/Trust
• Estate Guard

Individual Investment Products

• Bonds
• Common Stock
• Brokerage Accounts
• Treasury Bills
• Government Securities
• Treasury Notes
• Variable Annuity

*Investments offered through Park Avenue Securities

Worksite Insurance

• Cancer treatments
• Stop Loss
• Accident
• Hospital Indemnity
• Supplemental
• Multi-Life Disability
• Multi-Life Life

Business Owner Disability Products

• Disability Buyout Insurance (Buy/Sell)
• Overhead Expense
• Business Loan Payments

Enterprise Retirement Products

• Money Purchasing Plans
• 401(k) Planning
• 403(b) Planning
• Profit Sharing Plans
• Cash Balance Plans
• Defined Benefit Plans
• Employee Stock Option Plans (ESOPs)

Age Groups	Children Adolescents Adults Seniors
Community Services	Community Community Education Employment / Training Life Skills Training Preparing for Adulthood Vocational Training Family & Support Services Adoption / Foster Care Caregiving Case Management Child Care / After School Divorce & Co-Parenting Family Support Grandparenting Parenting & Caregiving Legal / Advocacy Advocacy (Legal) Legal Assistance
Health Services	Behavioral / Mental Health Family Conflict & Distress Crisis / Safety Crisis / Safety / Prevention Emergency Preparedness

Last Updated: 04/26/21