Qualifications
Personal
Member of UTK Alumni Association Member Toastmasters International Member Italian Chamber of Commerce Member Knights of Columbus
HTK registered representative
Market Focus
- Exit Strategies for business owners
- Ensuring the continuation of the Business in Scenarios of Owner Death or Disability
- Transition the Business & Enjoying a Well-Deserved
Retirement
- Key Man Retention Strategies
- Tax-Advantaged Retirement Income Strategies
- Pension Plan Services
Legacy Planning
- Help you reduce the government’s
- “inheritance” from your estate
- Helping protect assets and income from a nursing
- home stay
Retirement Strategies
- Analysis of when to retire and how long your assets can provide the income for the lifestyle you desire
- Alternatives to the employer-sponsored plan
Employee Benefits
- 401(k), SIMPLE IRA, Profit Sharing and SEP Plans
- Supplement Executive Retirement Income Plans