Products & Services

We provide assistance in the following areas: 


  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Click a subject below to learn more:

For individuals, institutions and retirement plans

We provide continuous advice and asset management to you regarding investment of your funds based upon a risk assessment and your stated goals, objectives and timeframes. 

Retirement Solutions develops portfolios that may include any or all of the following types of investments; individual equity securities, no-load mutual funds, ETFs, municipal and corporate bonds, government securities and various other investment products. The allocation plan takes into consideration your overall assets, management style, risk analysis and stated concerns and objectives.

Wealth Management for you and your family consists of holistic Financial Planning and integrated Investment Management. It is a complex process that involves the following steps: 

  • extensive consultation
  • business and personal financial data gathering
  • establishing financial goals and objectives
  • analysis of information
  • development of tactics and strategies in a written plan to meet stated objectives
  • implementation of your plan
  • monitoring your plan and making necessary adjustments

The process is analytical and advisory, involving evaluation of your present financial situation, income tax and investment planning, estate and retirement planning with specific recommendations in each of these areas. The planning is an ongoing service that requires a review and revision of the plan periodically.

The financial plan may address any or all of the following areas of concern:

  • investment portfolio analysis and recommendations
  • income tax and cash flow
  • assessment of client risk and individual portfolio risk
  • education funding
  • healthcare funding
  • Social Security Strategies
  • estate tax analysis and multigenerational asset transfer strategies
  • insurance audit - life, disability, LTC, health, property/casualty, liability
  • retirement strategies for accumulation and tax efficient distributions using probability forecasting
  • business consulting and benefit integration for closely held corporations or self-employed executive compensation

Retirement Plan Consulting: If you have a pension or retirement plan such as a 401k, profit-sharing plan or money purchase pension, Retirement Solutions can provide you with a Fiduciary Assessment and Retirement Plan Analysis (FARPA). 

The FARPA provides you with a roadmap to follow to ensure compliance with the Pension Protection Act, Department of Labor and ERISA guidelines. Additionally, your existing investments/allocations are analyzed and recommendations are provided to make certain that your portfolio(s) is performing optimally.

Divorce Consulting: Evaluation of the financial issues in developing the Property Settlement Agreement (PSA) and evaluating the long-term financial impact of the PSA.

Business Consulting: Executive compensation planning; group benefits; pension consulting, new business structure, practice management and existing business exit/retirement strategies.


We are glad to offer life insurance to you through ING Life Companies. As an industry leader in innovative life insurance products, ING provides: 

  • Tailored life insurance solutions for individuals, professionals and businesses
  • A focus on retirement planning, executive benefits, business continuation, and wealth transfer
  • Individual and second-to-die universal life insurance products offering death benefit guarantee protection as well as the potential for cash accumulation
  • Competitive variable universal life insurance and a Guaranteed Death Benefit Rider
  • Guaranteed-rate term insurance products
  • Flexible underwriting
  • Responsive quality customer service
  • All guarantees are based on the financial strength and claims-paying ability of the issuing insurance company, who is solely responsible for all obligations under its policies.

By clicking the link below, you will be taken to our customized page at ING. From there you can review insurance options and get quotes. If you need further assistance, please don't hesitate calling us at (608) 821-1777 to help you walk through this process.

Click here to be directed to ING life insurance now.

Before you purchase, read this article: 4 life insurance policies you should never buy!

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