Exchange Opportunities

Retirement Planning


Stocks
Mutual Funds
Bonds
Treasuries
Variable Annuities
REIT (Real Estate Investment Trust)
Oil and Gas Programs
Tax Credit Programs
ESOP (Employee Stock Ownership Plan)
Business Ventures

IRA (Individual Retirement Account)
IRA Rollovers
401(k) Plan
KEOGH Plan
SEP (Simplified Employee Pension Plan)
SIMPLE (Savings Incentive Match Plan for Employees of Small Employers)
Money Purchase Pension Plan
Profit Sharing Plan
Deferred Compensation Plan

Estate Planning

Insurance


Will
Trusts:
Marital, Family, Irrevocable & Revocable
Second to Die Insurance
Tax Planning ck Ownership Plan)
Business Ventures

Life Insurance
Health and Medical Insurance
Long-Term Care Insurance
Disability Insurance
Key-Man Insurance

Real Estate

Buy / Sell Agreements


Investment Property.

Funding Products Used:
Life Insurance, Disability Insurance,
Business Overhead, Business Owner
Buy-Out Insurance