Financial Planning and Investments
Individual:
- Life Insurance (Term, Variable, Trust, Whole, Universal)
(additional tax-free retirement income benefit potential) - Mutual Funds, Stocks & Bonds
- 529 College Savings Plans, Coverdell College Savings Plan
- Estate Planning & Advice (Federal & Pennsylvania)
- Trust services for Estate protection & planning
- ING Savings Account & CD's (FDIC insured)
- Review of tax return
Retirement:
- Roth IRA - new accounts, current account fund analysis
- Traditional IRA - new accounts, current account fund analysis
- Rollovers for 401k, 403b, SEP, SIMPLE, or any other retirement account
- 401k, SIMPLE, SEP, 403b, 401k Roth plan setup for any Business
- Variable, Fixed, Index Annuities
- Retirement mapping (year by year income/expense projections)
- Social Security planning and timing
Business:
- Retirement Plan setup (401k, Roth 401k, Simple IRA, SEP, Single-K)
- Current Retirement Plan analysis
- Executive benifits/bonus, Deferred Comp, 312i, 419, 409a, Split Dollar
- Business Succession/Continuation Planning, Key Person, Buy/Sell insurance,
incentives to retain key employees
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