Services

  • Case Consultation
  • Case Design and Implementation
  • Complete Software and Proposal Support
  • Advanced Sales Support
    • Business Continuation Planning
      • Business Valuation
      • Key Person
      • Cross Purchase Buy-Sell
      • Stock Redemption
    • Executive Compensation and Employee Benefits
      • Split-Dollar
      • Section 162 Executive Bonus Plan
      • Salary Continuation
      • Disability Salary Continuation
      • Deferred Compensation
    • Qualified Plans
      • Individual Retirement Accounts (IRA)
      • Roth IRA
      • SEP
      • SIMPLE
      • 401(k)
      • Safe Harbor 401(k)
      • New Comparability Profit Sharing
      • Combination Plans
      • Traditional Defined Benefit
      • 412(e) Defined Benefit Plans
      • Section 457 Plans
      • Simplified Issue to $250,000, School Districts
      • 403(b) Tax Sheltered Annuity
  • Special Markets Expertise
    • Wealth Accumulation
    • Wealth Preservation
    • Wealth Distribution Analysis
    • Family Split-Dollar
    • Family Limited Partnerships
    • Estate Tax Analysis
    • Estate Tax Concepts
      • Estate Reduction Through Gifting
      • Charitable Remainder Trust
      • Irrevocable Life Insurance Trusts
    • Qualified Plan Distribution Analysis
    • Impaired Risk Placement