Areas of Expertise
Qualified Retirement Plans
- 401(k) Plans
- Profit Sharing Plans – age-based, new comparability, etc.
- 403(b) Plans
- Money Purchase Plans
- Defined Benefit Plans
- Target Benefit Plans
Non-Qualified Deferred Compensation Plans
Employee Benefits
- Education Seminars/Workshops
- Group Life
- Group Disability
- Cafeteria Plans
Financial Planning for Businesses**
- Key Person Planning
- Buy/Sell Arrangements
- Business Insurances
Financial Planning for Individuals**
- Asset Allocation
- Education Planning
- Tax Planning
- Retirement Planning
- Estate Planning
