Our goal is to provide customized solutions for businesses and individuals.
We are financial advisers using an Advanced Qualified Plan Design to address:
-- Tax Reduction: Deferral & Exemption of Income
-- Retirement Planning: Income & Tax-Free Medical Expense Accounts
-- Business Succession: Using Qualified Plans to Facilitate Buy/Sell Agreements & Stock Redemption's
We provide retirement planning involving:
-- Guaranteed Sources of Income for Life
-- Private Pension Plans
-- Preservation of Wealth During the Distribution Phase
Protecting Portfolio Gains Using Proactive Tactical Wealth Management:
-- "Best of Breed" Money Management Platform
-- Risk Mitigation Strategies
-- Superior Risk-Adjusted Rates of Return