Individuals
- Tax Sheltered Annuities, 403(b) Plans
- Roth and Traditional IRA's
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- IRA and Pension Consolidation/Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income)
- Retirement Distribution and Legacy Planning
- Pension payout alternatives
- Social Security Bridge Concepts
- Mutual Funds
- Various Life Insurance strategies (Whole Life, Universal Life, Term Life insurance)
- College Funding Strategies