Services
Case Consultation
Case Design and Implementation
Complete Software and Proposal Support
Advanced Sales Support
Business Valuation
Key Person
Cross Purchase Buy/Sell
Stock Redemption
Split-Dollar
Section 162
Executive Bonus Plan
Salary Continuation
Disability Salary Continuation
Deferred Compensation
Individual Retirement Accounts (IRA)
Roth IRA
SEP
SIMPLE 401(k)
Safe Harbor 401(k)
New Comparability Profit Sharing
Combination Plans
Traditional Defined Benefit
412(i) Defined Benefit Plans
Section 457 Plans
403(b) Tax Sheltered Annuity
Life Settlements
Wealth Accumulation
Wealth Preservation
Wealth Distribution Analysis
Family Split-Dollar
Family Limited Partnerships
Estate Tax Concepts
Estate Reduction Through Gifting
Charitable Remainder Trust
Irrevocable Life Insurance Trusts
Qualified Plan Distribution Analysis
Impaired Risk Placement
