Our Services

There is a great deal of financial products and services in the market.  Choosing the ones that best meet a client’s needs can be complicated.  Informed decisions about products and services are best made after an assessment of personal objectives and needs. After meeting to determine this, you are better informed when the time comes to choose the products and services that address your unique situation.

Products & Services Include:

  • Retirement Income Planning
  • Wealth & Estate Planning
  • Individual Retirement Accounts (IRA) & Rollovers
  • Fee Based Investment Accounts & Portfolio Design
  • 401(k), 403(b), & 457 Plan Design & Implementation
  • Savings Incentive Match Plan for Employees (SIMPLE)
  • Simplified Employee Pension Plans (SEP)
  • Executive Compensation Planning
  • 529 Qualified Tuition Plans
  • Annuities
  • Mutual Funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Alternative Investments
  • Life Insurance
  • Long-Term Care & Disability Insurance