Broker Check

Our Services

Business Services*:

  • Retirement
    • 401(k)
    • Simple IRA
    • SEP
    • Individual 401(k)
    • 403(b)
    • 412(i)
  • Deferred Compensation Plans
    • SERP
    • Executive Bonus Plans
    • Salary Continuation Plans
  • Business Continuation
    • Buy-Sell Funding
    • Key Person Protection
    • Disability Buy-Out
  • Executive & Group Programs
    • Long-term Disability
    • Long-term Care

Individual Services*:

  • Estate Tax Analysis
  • Charitable Gifting Programs
  • Individual Insurance Needs Analysis
  • Retirement Analysis
  • Education Funding
  • Qualified Plan Distribution Analysis
  • Long-Term Care Planning
  • Investment Analysis
  • IRA vs. Roth IRA Analysis

Insurance

  • Life
  • Disability
  • Long-term Care

* Securities and Advisory Services are offered through United Planners Financial Services