Specialized Planning Solutions


A variety of annuity choices are available for clients preferring a current or future stream of income from a portion of portfolio assets.

Life Insurance

Wealth preservation and transfer to current and future generations may be cost effectively accomplished by a properly funded program, titled in such manner as to maximize the beneficial tax features available under current tax law.

Long Term Care

Protecting the retirement assets you have worked hard to accumulate can be accomplished by a properly constructed long term care insurance policy(ies).

Disability Income

Protecting your ability to earn a paycheck before retirement can provide critical financial security during extended recovery periods resulting from accident or illness.