Products and Services

Here is a sampling of some of our products and services:

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Professionally Managed Accounts
  • Alternative Investments
  • IRA (Traditional, ROTH, SEP, SIMPLE)
  • Qualified Retirement Plans (401k, Defined Benefit, Profit Sharing)

Financial Planning

  • Goal Setting
  • Income Planning
  • Cash Flow Planning
  • Retirement Planning
  • College Planning
  • Estate Planning
  • Tax Planning
  • Healthcare Planning

Insurance

  • Annuities (Indexed, Fixed, and Immediate)
  • Life Insrurance (Term vs. Permanent)
  • Long-Term-Care Insurance (Traditional vs. Asset Based)