Services

Investments Investment products include:

• Municipal and Corporate Bonds
• Stock
• Collateralized Mortgage Obligations
• Real Estate Investment Trusts
• Mutual Funds

Depending on the security type and your individual needs, securities can be held in:

• Brokerage Accounts
• Traditional IRAs
• Roth IRAs
• SEP IRAs
• Simple IRAs
• Variable Annuities

Comprehensive Financial PlanningComprehensive financial planning is typically done in conjunction with an attorney and an accountant whose specialties are consistent with your needs. Those types of plans include:

• Profit Sharing Plans
• Tax Plans
• 401 (k) Planning
• 403 (b) Planning
• Retirement Plans
• Profit Sharing Plans
• Tax Plans
• Money Purchase Plans
• Business Succession

InsuranceBecause we are independent, we have access to virtually all insurance carriers. As such, we are able to provide the insurance product that best meets your needs. Those products include:

• Disability Income Insurance
• Life Insurance
• Long Term Care Insurance

Employee Benefit ProgramsOur employee retirement programs focus on businesses with one to one hundred employees. Employees receive the same personal service that we offer our individual account holders. Our plans are designed for ease of employer administration.

• We offer all qualified plan types