Financial Services Offered

We offer the following Method 10™ Solutions:

Investment Planning: Integrated Asset Allocation and Portfolio Design, Customized Asset Management Programs, Diversification Strategies, Alternative Investments

Tax Planning: Income Tax and Estate Tax Planning, Tax-Advantaged Investing, Charitable Planning, Trust Services

Income Protection and Asset Preservation: Long-Term Care, Disability Protection, Income Replacement, Creditor Protection

Retirement Planning: IRA Rollover and Distribution Planning, Income Protection Analysis, Fixed Income Strategies, Qualified Plan Design and Compliance

Business Planning: Business Succession, Buy-Sell Agreements, Non-Qualified Retirement Plans, Key Employee Retention

Estate Planning: Wealth Transfer and Tax Reduction, Charitable Gifting, Trust Services

Insurance: Life Insurance Analysis and Design, Long-Term Care, Disability Protection

Education Planning: Coverdell Education Savings Accounts, 529 College Savings Plans, Uniform Gift to Minors Act/Uniform Transfer to Minors Act Accounts, Trust Services

Special Situations: Divorce, Incapacity and Control of Assets

Debt Management: Ceditor Protection, Efficient Credit Managment