PRODUCTS

Pre-Tax Retirement Benefit Plans

• IRAs
• Simple IRAs
• 401k
• 412i
• SEPP (Simplified Employee Pension Plans)
• 403b
• Section 79 benefit plans.

Post-Tax Retirement Benefit Plans

• Executive Benefit Plan (Executive Carve-Out Benefit Plan)
• Executive Bonus Benefit Plan
• Deferred Compensation Benefit Plan
• Salary Reduction Benefit Plan
• Employee Voluntary Payroll Deduction Benefit Plan
• Key-Man Benefit Plan (Company key-person)

ALL PRODUCTS ARE FULLY INSURED, SAFE, AND GUARANTEED!

SERVICES

• Personalized planning meetings with business owner, officers and key executives.
• Executive benefits enrollment.
• Communication and liaison for follow up service between client and the home office.
• Employee group presentation meetings with small business clients.
• Employee group enrollment meetings with small business clients and liaison for follow up service between client and the home office.
• We offer one-on-one executive and individual retirement benefit counseling for our clients.

WE OFFER LIFETIME PROFESSIONAL AND LOCAL SERVICE FOR OUR CLIENTS NEEDS WITHOUT UP FRONT LOADS OR FEES FOR SERVICES!