Products & Services

We provide assistance in the following areas:

Investments*

Individual

  • Stocks
  • Bonds
  • Mutual Funds
  • Unit Investment Trusts
 Accounts
  • Asset Managed/RIA
  • Brokerage
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Annuities
    • Variable
    • Equity Indexed

Financial Planning
  • Retirement Planning
  • Distribution Planning
  • College Planning
  • Estate/Trust Planning
  • Life Planning
  • Business Needs Analysis
  • Investment Portfolio/401K Analysis
  • Mortgage Solutions

Individual Insurance
  • Life Insurance
  • Fixed Annuity
  • Long Term Care
  • Disability Income
  • Health Insurance
  • Dental Insurance
 
Group Benefits
  • Group Life Insurance
  • Group Long Term Care
  • Group Disability Income/Buy out
  • Group Health
  • Executive Benefits
  • Buy/Sell Agreements
  • Key person Insurance
  • Group Ancillary


Services/Compensation
  • Fee Based Services
  • Hourly Financial Consultation
  • Commission Based Products