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The benefit of our unique organization is the clarity, confidence, and comfort our clients feel

The benefit of our unique organization is the clarity, confidence, and comfort our clients feel knowing they have the financial resources that make a difference and stand the test of time. EMPLOYEE BENEFITS. Medical, Dental, Vision Term Life & AD&D Long/Short Term Disability Income

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The benefit of our unique organization is the clarity, confidence, and comfort our clients feel

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  1. The benefit of our unique organization is the clarity, confidence, and comfort our clients feel knowing they have the financial resources that make a difference and stand the test of time. EMPLOYEE BENEFITS • Medical, Dental, Vision • Term Life & AD&D • Long/Short Term Disability Income • Supplemental/Voluntary Products • 401(k) - Profit Sharing Plans • Defined Benefit Plans/§412(I) • SEP Plans • Simple Plans • 403(b)/457 Plans INVESTMENTS BUSINESS PLANNING & EXECUTIVE BENEFITS • Full Service Brokerage • Certificate of Deposit (FDIC) • Variable Life Insurance • Variable Annuities • Unit Investment Trusts • Advisory Services/ • wrap accounts • Non-Qualified Discriminatory • Retirement Plans • Business Valuation/Succession • Buy/Sell Funding • Key Person Insurance • Deferred Compensation • Salary Continuation Plans ESTATE PLANNING FINANCIAL PLANNING • Comprehensive Planning • Fee Based Services • Non-Fee Based Services • Customized Portfolio Management • Financial Education Workshops • Planning for Families • with Special Needs • Estate Analysis • Tax Reduction Strategies • Gifting Strategies • Planned Giving through Charities • Planning for Families • with Special Needs • Survivor Planning & Services Services and Strategic Alliances INSURANCE RETIREMENT PLANNING • Life Insurance • Institutionally Priced Life • Insurance • Long Term Care • Disability Income Protection • Impaired Risk Underwriting • Mortgage Insurance • Premium Financing • Life Settlements • Retirement Income Strategies • Lump Sum Distributions • Stretch IRA’s • IRA’s/Roth IRA’s • 403(b)/TSA’s Strategic Alliances Accounting Individual Tax & Business Tax Returns Banking Services Mortgages - Original & Refinance Corporate Property & Casualty Institutional Services Large & Small Group Benefits Legal - Wills & Trusts Pension Administration 5500 Preparation ADP Testing

  2. Utilization of the Pinwheel “Our Process” Introduction Meeting Discovery What’s important to you Concerns Goals Gather documents Design Single topic or comprehensive Cash Flow Budgeting Accumulation Education Purchase a home Retirement Risk Management Protecting your assets Investments Matching investments with goals Asset allocation Estate Planning & Wealth Preservation Distribution Death taxes Income Tax Eliminate Reduce or defer Business Planning Executive benefits Employee benefits Business continuation Business succession Presentation Recommendations Implementation No procrastination Monitor and Review Key to ongoing success Securities produces and services, investment advice and financial planning are offered through registered representatives and investment advisory representatives of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004, 1-888-600-4667. PAS is a registered broker-dealer and investment adviser and is an indirect, wholly-owned subsidiary of the Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a member of the NASD and SIPC. Neither PAS nor its registered representatives and investment advisory representatives offer legal or tax advice. O’Malley & Associates is not an affiliate or subsidiary of PAS or Guardian. Guardian, PAS and its representatives do not offer legal or tax advice or services. PAS is a member FINRA, SIPC.”

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