Network of Specialists

Retirement plan specialists help businesses offer a cost efficient, competitive program that is well-understood by the employees. They analyze existing retirement plans for businesses, recommend cost effective strategies or navigate through the process of implementing a new plan. They also help the plan participants become retirement ready by guiding them with savings and investment strategies. They partner with your business every step of the way beginning with participant communication and education, plan management, investment support and compliance assistance.

Annuity Specialist

Having a plan in place in the event of a long term care event may be one of the most important steps you can take to help ensure your future financial security yet, LTC is the one area of financial planning that often goes unaddressed.  It is important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Our long term care specialist will assist you in determining your long term care needs and design solutions tailored to your unique situation.

An injury or illness could suspend or terminate your income for an extended period of time or it may force you to close your business.  Our disability income specialist has up-to-date knowledge and access to industry information.  This allows him to provide expert guidance when it comes to protecting your most valuable asset – your ability to earn an income and your entire financial plan.  He will take the appropriate steps to make sure you are getting the best disability income for your needs. He also understands that doctors and dentists make significant investments in their education and career and provides custom solutions to help protect your income and lifestyle as a medical professional.

Once you have accumulated a significant amount of assets or net worth, you may want more specialized expertise to help you manage your wealth and investment portfolio. Our wealth management experts use a thorough discovery process to understand your comfort levels and risk tolerance. They apply time-tested fiduciary based investment philosophies to develop a unique financial profile and plan which helps sustain and grow long-term wealth. With access to dedicated account administrators and investment teams, working with them, you can be certain that the investment and wealth management plan recommended for you is custom-built for your unique situation.

Paul McNellis is a specialist in Banked Owned Life Insurance and Corporate Owned Life Insurance.  Bank Owned Life Insurance (BOLI) is a single premium life insurance purchased on executives and owned by a bank.  Corporate Owned Life Insurance (COLI) is purchased on executives and owned by a corporation or insurance company.  Our specialist uses knowledge and experience to help these companies create golden handcuff or non-qualified executive benefit plans funded with BOLI/COLI in order to help attract, retain, and reward executive talent.

Part of Paul's practice is serviced through Northwestern Mutual, while another part of it is held through his own private company called Executive Benefit Options. I work with Paul to service clients from EBO as well. Click here to learn more.