Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock/Equities
  • Educational Investment Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasuries
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Fixed Annuities
  • Indexed Annuities
  • Hybrid Annuities with Long Term Care Riders
  • Alternative Investments
  • Exchange Traded Funds

Financial Planning

  • Retirement Plans
  • Not For Profit Financial Planning
  • Foundation Financial Planning
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Hourly Consulting
  • Written Financial Plans
  • Investment Statements
  • Complementary Portfolio Reviews
    (subject to introductory phone call)

Insurance

  • Disability Income Insurance
  • Life Insurance
    - Permanent Life Insurance
    - Term Life Insurance
  • Long-Term-Care Insurance
  • Health Insurance