Our Company has experience in many areas that may prove to be of interest.
These include...
- INDIVIDUAL INSURANCE
PROGRAMS including life, medical, dental,
disability and long term care.
- GROUP EMPLOYEE BENEFIT
PROGRAMS These can be either employee or employer
paid. Medical, dental, life, vision, long term care, and disability
insurance can be purchased separately or as a package.
- SECTION 125 CAFETERIA
PLANS which will allow pre-tax payment of insurance
premiums, unreimbursed medical expenses and dependent care.
- PENSION, PROFIT SHARING,
401(k) AND ESOP PLANS for small, medium,
and large employers.
- RETIREMENT PLAN PROGRAMS
FOR SELECTED OWNERS and key employees, excluding
rank and file employees if desired.
- EXECUTIVE FRINGE BENEFIT
PLANNING including stock options.
- BUY/SELL ARRANGEMENTS between shareholders or partners.
- WEALTH TRANSFER STRATEGIES to minimize death taxes.
- PRE-RETIREMENT COUNSELING including IRA and pension plan distribution
analysis programs. Strategies to spread income over retirement years
at lowest possible tax cost.
- ACCESS TO INSTITUTIONAL
MONEY MANAGEMENT for retirement plans, IRAs
or individuals.
- TAX-DEFERRED INVESTMENT
VEHICLES such as annuities.