Strategies

Our firm is committed to providing the most comprehensive financial strategies for you, your family and your business.

Business Owner Strategies

Business Succession Planning

• Buy-Sell Agreements
• Estate Equalization Planning
• Key Person Indemnification
• Qualified Retirement Plan Pension Design

Executive Benefits

• Supplementing Group Life & Disability Income Protection
• Selective Supplemental Retirement Benefits
• Death Benefit Only Plans
• Split Dollar Arrangements

Personal Strategies

• Life and Disability Income Protection
• Long Term Care Insurance
• Wealth Accumulation
• Wealth Distribution
• Retirement Planning
• Estate Planning
• Money Management¹

¹Investment advisory services offered through Park Avenue Securities.

Additional Planning Strategies

• Debt Elimination
• College Funding
• Charitable Giving