Our Services

Investments
  • Bonds
  • Common Stock
  • Education IRAs
  • Equity Linked CDs
  • Exchange Traded Funds
  • Indexed Annuities
  • IRAs (Traditional, Roth, SEP)
  • Limited Partnerships
  • Managed Accounts
  • Unit Investment Trusts
  • Variable Annuities
  • Alternative Investments
Financial Planning
  • Retirement Planning
  • Pre-Retirement Planning
  • Tax Planning
  • 401(k) Plans
  • 403(b) Plans
  • Profit Sharing Plans
  • College Saving Plans
  • Estate Planning
Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Final Expense Insurance
  • Funeral Trusts
  • Medicare Supplement Insurance
Business Continuity Planning
  • Succession Planning for ownership & management
  • Employee Executive Benefits
  • Non-Qualified deferred compensation plans