Services
*Investment Advisor Services
Fee based investment management available for accounts over one hundred thousand dollars.
Special pricing for accounts over one million dollars.
Investment Analysis
Review current investment portfolio in relation to goals, needs, performance and risk tolerance and provide appropriate recommendations.
Insurance Review
- Individual
Life Insurance, Long Term Care Insurance and Disability Insurance
- Business
Buy-Sell Insurance, Keyman Insurance, Business Overhead Expenses Insurance
Retirement Planning
Analyze pension distribution alternatives, assist in setting up retirement plans for business owners and guaranteed retirement income.
College Planning
Determine the cost of a college education based on the child’s age and formulate a plan based on available income to fund the cost. Integrate tax advantages of college funding accounts.
Income Tax Planning
Provide advice in managing a tax situation to the client’s best advantage.
Estate Planning
Assist in projecting tax liability. Implement effective alternatives to eliminate tax obligations without sacrificing the estate.
Employee Benefit Review
Review current employee benefits to assure utilization of available options to maximum advantage. Areas include pension distribution alternatives, life and disability insurance, 401k and retirement plan reviews and stock options.
Business Services
Analyze current business agreements and formulate new plans in areas such as Buy-Sell Agreements, Keyman Insurance and Deferred Compensation.
Provide assistance in setting up retirement plans for business owners.
*Major Investment & Insurance Vehicles Available:
Annuities, Mutual Funds, Stocks & Bonds, Life Insurance, Disability Insurance, Municipal Investments, Retirement Plans
*Securities and Investment Advisory Services are offered through Multi-Financial Securities Corporation.
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