Products & Services
Financial Planning
- Goal setting/Systematic Client Review
- Investment Analysis/Planning
- Insurance Analysis/Planning
- Retirement Planning
- Income Protection Plannnig
- Income Distribution Planning
- *Estate Planning/Trust Analysis
- Independent, unbiased research from third party research firms: Stocks, Bonds, Mutual Funds, and Institutional Managers
Investment Options
- Private Managed Accounts
- Stocks and Exchange Traded Funds
- Hedge Funds
- Bonds: Treasuries, Agencies, Corporate and Municipal
- Certificates of Deposit
- Alternative Investments: Real Estate Investment Trusts, Equipment Leasing, Managed Futures, Oil and Natural Gas
- Drilling and Royalties, Structured Notes
- Mutual Funds
- Corproate/Individual Cash Management
Insurance Planning
- Term Insurance
- Universal and Variable Universal Life
- Annuitites: Variable, Fixed or Immediate
Retirement Planning
- IRAs (Traditional, Roth, Inherited)
- Individual (K) Plans
- Pension Plan Analysis
- Simplified Employee Pension Plans (SEP Plan)
- Savings Incentive Match Plan for Employees (SIMPLE Plan)
Educational Planning
- 529 Plans
- Coverdell Education Savings Accounts
- Custodial Accounts
*Trust Services
- Revocable & Irrevocable Trusts
- Asset Protection Trusts
- Dynasty Trusts
- Incentive Trusts
Business Planning
- Partnership agreement or operating agreement review
- Employee and executive benefit plan design and analysis
- Payroll/Retirement Plan integration consultation
- Proactively review plans to assure best-in-class options that provide maximum benefit at best cost
- Benefit plans fee analysis
Group Corporate Benefits
♦ 401 (k), Safe Harbor 401 (k), 403 (b), Profit Sharing ♦ IRA (Traditional and roth) ♦ Savings Incentive Match Plan for Employees (SIMPLE IRA) ♦ Simplified Employee Pension Plans (SEP IRA) ♦ Individual (k) Plans ♦ QDIA screening and selection ♦ Plan design consultation ♦ Investment options recommendation ♦ Employee education sessions ♦ Regulatory updates for plan sponsors ♦ Investment Policy Statement analysis and/or implementation
- Qualified Defined Benefit Plans
- 529 College Savings Plans
- Employee Benefit Statemtents
- Employee Stock Ownership (ESOP) Plans
- Employee/Employer funded benefit options:
♦ Dental plans ♦ Vision plans ♦ Life Insurance ♦ Disability Insurance ♦ Additional supplemental coverage for accidents, critical illnesses, hospitalization and cancer ♦ Third party billing and claims administration Owner, Executive, and Key Employee Services
- Executive Bonus Plans
- Disability buy-out plans (entity purchase, cross purchase, etc.)
- Split Dollar Plan/Endorsement Split Dollar
- Selective Employee Retirement Plan (SERP)
- Non-qualified deferred compensation plans
- Estate planning services
- Buy-Sell Agreements (entity purchase, cross purchase, etc.)
- Business succession planning
- Key person policies
- Specific disability plans for partners, owners, and/or executives
- Individual or family financial planning services
*Provided in conjunction with or in reference to a third party administrator. Services not offered by Capital Guardian or Archer Investment Management. Capital Guardian, LLC and Powell, Angeli and Langford Insurance are not affiliated. Property and casualty insurance is not offered through Capital Guardian.
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