Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stocks
  • IRAs: traditional, inherited & educational
  • ROTH IRAs & ROTH Conversions
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities for tax deferred income and capital gains without surrender charges

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans

Insurance

  • Fixed Index Annuities (wealth accumulation, guaranteed lifetime income, & legacy planning)
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance