Wealth Management
Insurance
Life and Annuities
Our Carriers: New York Life, MassMutual, Prudential Financial, American General, US Life of NY, Nationwide, Allianz, the Principal, Transamerica Family Markets, John Hancock, Lincoln Financial Group, Mutual of Omaha, and Unum.
Long-term Disability
Our Carriers: New York Life, MassMutual, and Unum
Long-term Care
Our Carriers: New York Life, and Mutual of Omaha
Health Care
Our Carriers: Care First: Blue Cross Blue Shield, Aetna, Cigna, Kaiser, and United Healthcare.
Dental and Vision
Our Carriers: Blue Cross Blue Shield, Aetna, Cigna, Kaiser, and United Healthcare.
Retirement Planning
Pastoral Retirement Agreement
Providing lifetime income and benefits for pastors when they retire. Based upon the principals of the Rabbi Trust, our consultants work with the church’s senior leadership team to establish formal Agreements with correlating funding sources to enable churches to provide warranted benefits and compensation in their future that may have been missed during their tenure and/or as an appropriate biblically-based benefit reflecting a loving, tangible, expression of appreciation for decades of pastoral labor to God’s people.
Qualified and Non-qualified IRA’s providing tax-deferred savings and growth enabling clients to save and invest in the long term (e.g., Traditional, Roth, SEP)
Our Annuity Carriers: New York Life, MassMutual, Athene, American General, Nationwide, Allianz, and North American Co., US Life of NY.
Defined Contribution Plans: 403(b), 401(k)
Through relationships of referral, and their respective broker-dealers, registered representatives offer: 403(b), 401(k) Retirement Plans and other Qualified options through industry leaders like: Fidelity, MFS, Blackrock, American Funds, Pimco, Franklin Templeton, Goldman Sachs, Invesco, Oppenheimer, Pioneer, Putnam, and many more.
Organizational Management
Management Consulting
Strategic Planning
Change Management
Executive Coaching
Leadership Training & Staff Development
Conflict Resolution
Corporate Documentation
Website Development and Design
Corporate Logo, Imaging and Branding
| Logo design, corporate imaging and branding and web design and development |
