PRODUCTS & SERVICES FOR INDIVIDUALS
- For more detailed information on these types of services in addition to those listed below, it would be best to call Nicholas for a personalized discussion
- Estate Analysis - Make your family, not uncle Sam, the beneficiaries of your estate
- Mortgage Protection - Two options: protection and early payoff
- College Planning - Have you started to think about this yet?
- Buy-Sell Agreement Funding - Partnership protection for the business
- Golden Handcuffs - Keep your best people happy and working
- Executive Compensation Plans - Tax-free benefits
- Free Educational Seminars - No cost to employer/employee