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Product Offerings

At Pettus & Dawkins Financial Group, we provide assistance in the following areas:

Small Business Planning

  • Benefits Planning
  • Business Cash Flow Planning
  • Business Continuation
  • Business Growth & Development Planning
  • Business Valuation
  • Business Overhead Insurance
  • Individual 401(k)s
  • SEP IRAs
  • SIMPLE IRAs
  • Business Succession Planning
  • Business Tax Planning
  • Business Transition Planning
  • Buy-Sell Agreements
  • Deferred Compensation Planning
  • Key-Man Life Insurance
  • Split-Dollar Life Insurance

Retirement Planning

  • IRAs/ Rollovers/Consolidation
  • Pension Payout Alternatives vs. Lump Sum Pensions
  • 401(k), 403(b), 457, TSA Rollover Planning
  • Deferred Compensation
  • FRS, FERS, CRS
  • Traditional IRAs
  • Roth IRAs

Protection Planning

  • Disability Insurance
  • Term Life Insurance
  • Variable Universal Life Insurance
  • Long-Term Care Insurance
  • Health Insurance
  • Guaranteed Universal Life Insurance

Financial Position

  • Cash Flow Analysis
  • Net Worth Analysis
  • Cash Management Strategies

Investment Planning

  • Annuities – Fixed & Variable
  • Stocks, Bonds, & Mutual Funds
  • Brokerage Accounts
  • Wrap Accounts
  • Real Estate Investment Trusts (REITs)
  • Limited Partnerships
  • Alternative Investments

Tax Planning

  • Tax Minimization Strategies

Education Planning

  • 529 Plans
  • Coverdell IRAs

Estate Planning & Conservation

  • Beneficiary Designations
  • Charitable Giving Strategies
  • Power of Attorney
  • Estate Tax Planning
  • Wills
  • Trust