Broker Check

Insurance Services

       Disability Insurance:

  • Individual Disability Income Insurance
  • Disability Overhead Expense
  • Disability Buy-Out Insurance
  • Retirement Protection Plus

       Long Term Care Insurance

       Life Insurance:

  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Second to Die Life Insurance

       Group Insurance

Financial Strategies

  • Retirement Plans                                 
  • Tax Strategies
  • 401(k) Planning
  • 403(b) Planning
  • Non-qualified plans
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Cash Flow and Budgeting
  • College Planning

Wealth Management*

  • Brokerage Accounts                             
  • Mutual Funds
  • Exchange Traded Funds
  • Stocks & Bonds
  • Government Securities
  • Traditional & Roth IRAs
  • SEP IRA
  • Simple IRA
  • Fixed Annuities
  • Variable Annuities

    Business Planning

    • Exit Planning
    • Succession Planning
    • Executive Compensation Planning


    *Wealth Management offered through Park Avenue Securities