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