We provide complimentary services to see if we can help you. These are:
Estate Plan Review We will discuss your estate planning needs with you. We will devise a strategy to best serve your interests. You then can decide to engage our services or not.
Portfolio Review We will review your brokerage and investment accounts and discuss with you your goals. We do not look at things in a vacuum. We take a holistic approach, taking into account legal, tax, estate planning and asset protection needs. Life insurance Appraisals Give us your life insurance policy and we will give you back a report analyzing its performance and whether or not there might be other alternatives that would save you money and/or increase your benefits.
Annuity Appraisals Give us your annuity policy and we will give you back a report analyzing its performance and whether or not there might be other alternatives that would save you money and/or increase your benefits.
Tax Return Review Give us your tax returns and our skilled accounting team will analyze them and advise on any tax saving strategies.
Personal Lines Insurance Review Give us your Declarations Page and we will not only bid your needs out, but we will advise you on protecting your assets.
Real Estate Market Analysis Thinking about selling your home? Want to have an idea what your commercial property is worth? We will provide you with a market analysis to assess value and marketing ideas/strategies.
Social Security/Medicare Analysis In your late 50s or early 60s and have no idea how social security or Medicare works and when and how to make decisions. We will run a report that will show you the optimal time to receive benefits and even provide you with the supplemental coverages you will likely need.
Employer Sponsored Health and Retirement Plans Our team can evaluate how your employees sponsored benefit plans are working and discuss with you our findings.
Business Succession Review So many businesses wait too long to come up with a business succession plan and “leave a ton of money on the table.” We will make recommendations and if you like our ideas, you can hire us to execute our plan. Calculation of Value Do you have a business? You can’t get very far in business succession planning without knowing its value. Our nationally known business valuation team can provide you with a complimentary “calculation of value,” which is a detailed analysis on what it is worth."