Our Services

Maritime Anytime…

Our clients benefit from the breadth and depth of our knowledge ranging from business, financial and estate planning to managed accounts and retirement programs.  Our independent, unbiased approach and over 60 years of combined experience set us apart! 

BUSINESS PLANNING & SOLUTIONS
* Business succession planning
* Salary Continuation plans
* Key person programs
* Risk management and insurance¹
* Group Health/Life/Disability¹ 

FINANCIAL PLANNING
* Retirement planning
* Estate planning
* Tax minimization strategies
* Education planning
* Investment review and analysis
* Survivor needs planning
* Wealth accumulation

EXECUTIVE BENEFIT PROGRAMS
* Deferred compensation programs
* Supplemental executive retirement plans
* Long-term care benefit programs
* Long-term supplemental disability programs
* Financial planning
 
MANAGED ACCOUNTS
* Individual
* IRAs
* Foundations
* Trusts
* Corporations

QUALIFIED RETIREMENT PROGRAMS
* 401(k)/Profit sharing plans
* Taft-Hartley plans
* Money purchase plans
* Safe harbor plan design
* Qualified Roth contribution program
* Defined benefit pension plans

 

¹ Property/casualty and group benefits are offered only though Maritime Insurance Group.  Property/causalty and group benefits are not issued by or offered through any company of the Principal Financial Group®.