Firm Products

Individual Planning
Retirement Planning
Estate Conservation
College Funding
Investment Planning
Asset Protection Planning
Fee Based Planning**


Corporate Planning

Deferred Compensation
Executive Bonus Plans
Split Dollar Arrangements
Key Employee Protection & Retention
Buy / Sell Agreement Funding Options
Medical & Dental
Section 125 Plans Cafeteria Plans
Group Life & Disability
Payroll Deduction 529 College Savings Plans*
Group Long Term Care


Retirement Plans

IRA / SEP / SIMPLE
403(b) TSA
401(k)
Defined Benefit / Money Purchase


Financial Products
Stocks & Bonds*
Mutual Funds*
Annuities
529 Plans*


Equity Services

Portfolio Analysis*
Asset Allocation*
Professional Money Management*


Insurance Needs
Long Term Care Insurance
Disability Insurance
Life Insurance
Medical


Comprehensive Financial Planning Seminars (Meets 404c Requirements)

Retirement
Income Tax
College Planning
Estate Planning
Asset Allocation
Investments



* Offered Through HTK
** Fee Based Planning Offered Through Hornor Townsend and Kent, Inc.