Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.  We can help you execute a sound financial program utilizing the following products and services.

Investments

  • Mutual Funds
  • Fixed Index annuities
  • Life Insurance index policies

Personal Planning Services

  •  Financial Planning
  •  Retirement Income Planning
  •  Wealth Preservation
  •  Legacy Planning
  •  Professional Money Management
  •  College Planning
  •  Social Security Planning
  •  Traditonal and Roth IRAs

Insurance

  • Term, Universal and Index Life
  •  Long-Term Care
  •  Fixed Annuities

​Estate Planning

  •  Living Trust
  •  Charitable Remainder Trust
  •  Irrevocable Life Insurance Trust (ILIT)
  •  Stretch IRA

Business Planning Services

  •  401(k) Plans
  •  403(b) Plans
  •  Deferred Compensation Plans
  •  Profit-Sharing Plans
  •  SEP Plans and Simple IRAs
  •  Company Retirement Plans
  •  Business Valuation
  •  Key Person Life Insurance

 

Isaacs & Associates does not give tax or legal advice.  Clients should consult with and rely upon their own tax or legal advisors prior to making purchasing decisions.  Ray Isaacs currently has his insurance license in the states of OH, KY, MI, IL, TX