PLANNING SERVICES
- Personal Compensation Package Design, Audit & Review
- Employee Benefits Package Design, Audit & Review
- Estate Planning, Wills & Trusts, Charitable Gift Planning Services
- Business/Mortgage Loans (Corporate and Personal)
- Tax Preferred Retirement Planning Services
- Legacy Plans (Key Employee Debt Elimination)
- IRS Compliance Audits & Review
- Complete Risk Management Services
- Senior Advantage Educational Seminars
- Business Mortgage Refinance
- Personal Mortgages/Refinance
LEGACY SOLUTIONS PROVIDER NETWORK (LSPN) SHOPPING RESOURCES AVAILABLE NOW
- Group Medical, Group Dental, Group Disability and Group Life insurance
- Senior Advantage Products (Medicare , Medicare Advantage, Long Term Care, Final Expense, SAFE money solutions, CD alternatives)
- Retirement Plans (IRA’ Roth IRA’s 403(b) 401-k, SIMPLE or SEP’s)
- Group or Individual International Medical Travel Insurance
- Individual Medical, Dental, Disability or Life insurance
- Individual or Group Medical Insurance