- Plan Design and Installation
Qualified and Non-Qualified Plans
Financial Services
OUR SERVICES:
Call now: 703-430-4368
- We work with small business owners and Individuals to develop financial strategies focused to increase profitability and overall company services
- Proper Life Insurance Arrangement
- Product and Cost Analysis of existing life and disability coverage
- Needs analysis to determine the amount of life Insurance
- Determination of Disability Coverage
- Long Term Care Calculating Services
- Medical, Dental and Vision
- Qualified Plan Distribution Analysis
- Design & Implement Strategy to achieve financial goals and objectives
- Mortgage Protection and Acceleration
Personal Insurance Analysis
- Buy & Sell Agreements
- Key Person insurance
- Family Owned Business Succession
Business Planning Services
- Tax Sheltered Annuities
- Equity Index
- Immediate Annuities
- Tax Efficient Investment
- Group Life and Accidental Death
- Group Medical Dental And Vision
- Short and Long Term Disability
- Employee Seminar Workshop