Our Services

Please consider The Cynic for the following services.
We will develop the best mix of products and strategies to meet your needs.
We will work for you – not any one company or product-of-the-month.

Retirement Planning
Defined Benefit/Contribution Plans
non-Qualified Plans - IRA's & SEP's
Tax Deferred Annuities
Life & Disability Insurance

Estate Protection
Estate Tax Planning
Heir Equality Issues
Charitable/Legacy Giving
Life Insurance Maximization

Long Term Care Solutions
California Partnership Plan
Long Term Care Insurance
Immediate Annuities
MediCal Planning
Alternative Strategies

 

Financial Strategies
Tax-Saving Techniques
College Funding
Asset Protection
Contingency Planning

Executive Benefits
Deferred Compensation and
Carve-Out Plans
Section 105 and 125 Plans
Golden Parachute Plans

Business Continuation
Buy - Sell Funding
Family Succession Issues
Contingency Planning
Key Man Coverage
Golden Handcuff Plans

 

 
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