I am a wealth manager and independent insurance advisor that utilizes a multitude of different strategies to help individuals and businessess accomplish their goals. Estate Planning - Make sure IRS gets as little as possible Buy/Sell and business continuation plans -- Make sure business carriers on as usual in case of retirment, or premature death or disability of an owner Guarantee Issue life and disability planning - use the law of large numbers to get adequate protection for those that may not be insurable on their own, and still have something to lose Specialties Business Succession Strategies Corporate and Individually Owned Life Insurance Disability Insurance - Sick/Pay Planning Long Term Care Insurance Annuity Products State Pension Maximization 401(k) Rollovers read more ...
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