Our Services

 

 

There are many financial products in the market, and so choosing the ones that best address an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:


  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Life Insurance
  • Annuities - fixed and variable
  • Mutual funds
  • Stocks, Unit Investment Trusts, and ETFs
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Simplified Employee Pension Plans
  • Simple IRA Retirement Plans
  • Qualified Retirement Plans
  • Charitable Gifting
  • Long-term care Insurance
  • Other retirement savings plans designed specifically for employee groups