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• Succession Planning
• Business Valuation
• Buy / Sell and Key-Person Insurance
• Disability Buy-Out
• Executive Bonus Plans
• Employee Benefit Services
• Business Insurance Options
Provided through M & T Insurance Agency , Inc .:
• Group Health Benefits
• Property and Casualty Insurance
Provided through Wilmington Trust :
• Asset Management
• Investment Advisory
• Retirement Plans : Profit Sharing , 401K and Money Purchase
• Deferred Compensation Plans
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• Investment and Insurance Solutions
• IRA and Rollover Solutions
• Long-Term Care Insurance
• 529 Programs
• 403 ( B ) Plans
• 457 Programs
Provided through Wilmington Trust :
• Employee Benefits : 401k and Pension Plans
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Investment Solutions
• Investment Analysis
• Asset Allocation Strategies
• Performance Evaluation
• Tax Advantage Investments
Risk Management Solutions
• Life Insurance Analysis
• Disability Income Benefits
• Long-Term Care Funding Options
• Wealth Transfer Strategies
Retirement Planning
• Traditional and Roth IRAs
• IRA Rollovers
• Income Needs Analysis
• Beneficiary Planning
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Estate Planning
• Charitable Gifting
Provided through Wilmington Trust :
• Trusts and Fiduciary Services
• Custodial Services
Education Planning
• Tax-Advantaged Solutions
• Planning Consultations
• 529 Savings Plans
• Systematic Investing
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