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

  • 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.