Carl Morner
Carl Morner
3 Ridge Road
New Fairfield, CT 06812
TEL: 203-312-0489
Cell Phone: 203-770-7214
e-mail: hampus@prodigy.net
We have the pleasure to introduce ourselves as financial coordinators. In today's complex markets it is more important than ever to establish synchronization and asset allocation. We can now offer services in:
Insurance
Fixed annuities, Life, Term and whole, Health, Disability, Long Term Care, Auto Home.
Regular Financial Planning
Regulated plans, Pension 401(k), Sep/sarsep. IRA, Rollovers, Section 457 plans.
Nonregulated plans
Deferred compensation, Salar continuation, Split dollar, Private pensions.
General Plans
Buy, Sell, Family, Limited partnership, Key person, Section 202 redemption, Stock redemption. Welfare benefit 419 a(f), Executive bonus sec 162, Estate planning, Irrevocable life insurance trust, Installment sales, private annuity, Estate analysis, Trust Grits, Grats, Charitable remainder trust, Charitable life insurance, Gift tax calculation, Uniform transfers to minors, due care.
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