- Comprehensive Financial Analysis
- Investment Portfolio Management
- Wealth Preservation and Risk Management
- Creating Asset Allocation Strategies
- Evaluating Portfolio Performance
- Retirement Income and Tax Planning
- Retirement Cashflow Modeling & Yield Strategies
- Life Insurance for Estates (Trust Owned)
- Businesses - Profitability Analysis, Cost Control, Pricing Strategies & Exit Planning & Strategies
- Business Life Insurance: Buy-Sell Funding, Insuring owners, key executives and key employees
- Business Valuations
- Non-Qualified Compensation plans for owners, key employees and executives
- Business succession planning
- Premium Financed Life Insurance
- Disability Income Protection and Long-term care insurance