Services Offered
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
General Planning
- Cash Flow Analysis
- Net Worth Analysis
- Cash Management Planning
Investment Planning
- Annuities – Fixed & Variable
- Stocks, Bonds, & Mutual Funds
- Brokerage Accounts
- Wrap Accounts
- Real Estate Investment Trusts (REITs)
- Alternative Investments
Tax Planning
- Tax Minimization Planning
Education Planning
- 529 Plans
- Coverdell IRAs
Estate Planning & Conservation
- Beneficiary Designations
- Charitable Giving Planning
- Power of Attorney
- Estate Tax Planning
- Wills
- Trust