( ) MUTUAL FUNDS
( ) ANNUITIES
( ) IRAs
( ) TAX ADVANTAGED INVESTMENTS
( ) CDs, MONEY MARKET FUNDS
( ) COLLEGE FUNDING
Guarantees that children will have money for college.
( ) MORTGAGE FUNDING
Pays full mortgage in the event of premature death.
( ) INSURANCE ANALYSIS
Calculates how much life insurance you really need.
( ) INCOME PROTECTION
Guarantees income in the event of disability or sickness.
( ) WILLS
Pass assets to proper heirs with maximum tax advantages
( ) TRUSTS
Maximizing every tax advantage for both you and your heirs
( ) LIQUIDITY
Protect estate by providing cash to pay for Federal Estate Taxes.
( ) FINANCIAL PLANNING
Identify realistic goals with a plan to achieve them.
( ) RETIREMENT PLANNING
Knowing what you have and what you need to accumulate.
( ) LONGJTERM CARE INSURANCE
Preserving your estate and dignity in later years.