Page 6 - Demo

Areas of ExpertiseIndividuals%u2022 Estate Planning, Wills, Medical Directives,Power of Attorney%u2022 Property and Casualty Insurance, includingUmbrella Polices%u2022 Maximizing Retirement Plan Strategies- Best strategy for your specific situation- Exit Strategy with Retirement Assets- Income Streams in Retirement%u2022 Life Insurance, Disability Insurance, Benefits Review%u2022 Advanced Tax and Charitable Planning%u2022 Review and Advise on Debt Structure%u2022 Social Security Review%u2022 Review for Tax Efficiency (Tax Harvesting)%u2022 Overall Advisor Coordination%u2022 Strategic Wealth Management%u2022 Customized Distribution StrategiesBusinesses%u2022 Review Group Benefits: Health, Life, Disability, Dental%u2022 Succession Planning, Exit Strategies, Buy-Sell Agreements, Insurance Policy Review%u2022 Key Man/Person Planning%u2022 Business Valuations (BizEquity)%u2022 Retirement Plan Revie- Department of Labor- Compliance- Fee Analysis- Investment Options- Actuarial Design%u2022 Employee Retention Planning%u2022 Employment Agreements%u2022 Debt Structure Analysis%u2022 Non-Qualified Deferred Compensation Plans%u2022 Business Plan Consultation%u2022 Review Property and Casualty Polices, including Worker%u2019s Compensation Policies