Individual and family planning from financial needs analysis, estate planning strategies, wealth accumulation strategies, IRA's, and current account and policy reviews. Risk management and asset protection through securities, life insurance, long-term care planning, and income protection. Retirement plans for businesses including but not limited to 401(k), 403(b), key person insurance, executive bonus plans, deferred comp, and pension plans. Specializing in helping medical professionals protect their income, their business, and navigate the disability field,