Our Products and Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

Investment and Retirement Services

 

Mutual Funds

529 College Funding

401k, SEP IRA. Simple IRA

Individual Retirement Account: Traditional IRA and Roth IRA

Variable Annuities, Index Annuities and Fixed Annuities

 

Life Insurance

 

Term Insurance: Traditional Term and Return of Premium

Permanent Life Insurance: Variable Universal Life, Index Universal Life, Fixed Universal Life and Whole Life Insurance.

 

Health Insurance

 

Group Health Insurance

Individual Health Insurance

Critical Care Insurance

Cancer care Insurance

Long Term Care

 

We help small businesses to establish BUY SELL Agreements and EXECUTIVE BONUSES funded by Life Insurance

 

For information regarding specific products we offer and companies we use, please contact our office