Our Services

Insurance Services

Life, disability and long term care insurance are about risk. Risk is the exposure to the possibility of loss. Risk can be assumed, ignored or transferred to a risk bearer. By asking questions and listening to you, we provide the solution to your needs. Whether for personal or business situations, we will help you to determine the appropriate type and amount of insurance.

Trust Services

Our firm represents several quality Trust companies, such as American Guarantee and Trust Company and U.S. Trust. Trusts can be used to avoid probate or to minimize estate and income taxes. They can also serve to transfer assets for the protection of your children to avoid taxation of life insurance in your estate, or to keep your assets intact while paying income to someone you designate.

Retirement Plan Services

We provide full services for qualified retirement plans. If your business sponsors a qualified plan, we can deliver plan design, administration and investment management services. For retirees or those about to retire, we can help you determine how to best receive your retirement benefits. We will also advise you on a number of appropriate investments for those assets to help protect your financial well-being.

Investment Services*

We recognize the commitment and responsibility we undertake when providing investment advice. By listening closely to your needs, we deliver high quality investment services that correspond to your objective. A wide range of investment objectives can be pursued through use of a variety of investment vehicles.

 

 


 

 

 


These materials are not an offer to sell or solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.