Products and Services

Financial Planning 

  • Advanced Planning 
  • Business Financial Planning
  • Charitable Giving 
  • Education Funding 
  • Multi-generational Planning
  • Personal Financial Website 
  • Social Security Maximization


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Risk Management 

  • Life Insurance 
  • Business Planning
  • Disability Insurance 
  • Medicare Planning 
  • Long-Term Care Insurance 
  • Asset Protection Strategies 
  • Wealth Preservation Planning
  • Estate Planning  
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Business Services 

  • Executive Benefits 
  • Employee Retention Strategies
  • Owner Driven Retirement Planning 
  • Tax Planning 
  • Insurance Planning 
  • Qualified Retirement Plan Consultation
  • Buy-Sell Agreement Review & Consultation 
  • Exit & Transition Planning 
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Corporate Retirement Plans 

  • 401 (K)
  • 403b/457
  • Cash Balance
  • Pension Valuation
  • Profit Sharing 
  • Retirement Readiness
  • Safe Harbor 
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Asset Management

  • Asset Allocation Models:
             • Aggressive Growth 
             • Growth & Income Moderate
             • Income & Preservation, Conservative 
  • Equity Portfolios
             • Dividend Stock
             • Growth Stock
             • S&P+ 
  • Portfolio Analysis
  • Portfolio Investment Strategy
     
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Medical Insurance

  • Medical Insurance (Individual and Family)
  • Group Medical Insurance (Small-Medium Size Businesses)
  • Managing the Medicare Maze
  • Disability Income Insurance 
  • Long Term Care Insurance  
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@levelfournewport.com |  949-777-0311