Services

The average person can typically name a few financial products & even tell you how they work. However, understanding all the different choices & options that are availabe, and how they work together is a whole different story. That's where we come in; We'll help you make sense of it all, we'll help you choose the right products that fit together to create a plan that fits your needs and helps accomplish your goals. 

Personal Planning 

  • Personal Protection & Retirement planning 
  • Mortgage/ Debt Protection 
  • Estate Planning 
  • Social Security Maximization 

Group Plans 

  • Life/ Health/ & Disability 
  • Voluntary Payroll plans 
  • Employer sponsored Qualified plans (401k, SEP, SIMPLE IRAs) 

Business/ Executive Benefits 

  • Key Man Policies
  • Deferred Compensation Plans
  • Buy/ Sell Partnership Agreements
  • Executive Bonus Plans 
  • Golden Hand Cuffs (Employee Retention plan) 
  • Tax Diversification 
  • Risk Management 
  • Business Succession planning 

Additional Benefits - provided thru qualified strategic relationships

*(Services offered through approved Referral & Alliance partners - NOT blu door Financial)  

  • Capital Strategies 
  • Health Insurance 
  • Risk Management 

 

We provide ongoing service as your needs and situations may change over time. We'll be there to work with you over the years to help keep your program on track. 

We do not provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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