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Fiduciary Consulting Services, Retirement Plan Consulting: ERISA section 3(21)(A) or ERISA section 3(38), Investment Portfolio Consulting: Fixed income for financial institutions, Healthcare Foundation Consulting, Investment Portfolio Fixed Income Sales, Not-For-Profit Healthcare, Financial Institutions: Community Banks and Credit Unions, Wealth Management, Fee based custom portfolio management, Company Owned and Sponsored Insurance Strategies, Company Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI), Key Man Insurance, Non-Qualified Deferred Compensation, Retirement Plan Fiduciary Consulting, Retirement Plan Fee & Service Comparison, Financial Institution Investment Portfolio Consulting, Design/update of an investment policy statement, Distribution of maturities, Diversification of assets, Cash flow requirements, Cash balance safety net , Asset/Liability concerns, Financial Institution Investment Sales, Wealth Management Personal Services, Investments, Both Advisory & Traditional Brokerage Accounts, Common Stock, Corporate Bonds, Treasury Bills, Notes and Bonds, Government Agency Securities, Mutual Funds, Exchange Traded Funds, Variable Annuities, Financial Planning, 401(k), 403(b), 401(a), 457(b) & (f) and Profit Sharing Retirement Plans, SIMPLE IRA, Traditional and Roth IRA, College 529 Plans, Educational IRA, Estate Plans, Insurance, Disability Income Insurance, Life Insurance, Long Term Care Insurance, Healthcare Institutional Investment Sales
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