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Products and Services Overview

We've Built Trust One Client At A Time

Join the thousands of individuals and small business owners we've helped with more than 90 years combined experience. 


Investment Management

  • Individually managed & fee-based accounts 
  • Traditional, ROTH, SEP & Simple IRAs 
  • Fixed & Variable Annuities 
  • Qualified Retirement Plans 
  • Alternative investments 
  • Stocks, Bonds, Mutual Funds & ETFs 


Wealth Protection and Asset Transfer 

  • Tax Planning 
  • Estate Planning 
  • Stretch & Disclaimer IRAs 
  • Gifting & Charitable Contributions 
  • Disability & Long Term Care Insurance 
  • Whole, Universal, Variable & Term Life Insurance 


Retirement Income Planning

Our unique approach to planning for income during retirement incorporates both asset allocation and product diversification. It is our belief that both of these elements are vital to building an effective and sustainable stream of income during retirement.


Products and Services

We provide assistance in the following areas:


Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity


Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


Insurance

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