Our Services

We provide Wealth Management Services in the following areas:


Financial Planning:

  • Money Management
  • Retirement Planning
  • College Planning
  • 401(k) planning
  • Profit sharing plans
  • Estate plans
  • 403(b) Planning

 

Investments:
  • Mutual Funds
  • Variable Annuities
  • Common Stocks
  • Preferred Stocks
  • Bank CD`s
  • Full Services Brokerage Accounts
  • Government Securities
  • Treasury Bills
  • Treasury Notes
  • Bonds - Corporate & Municipal
  • SEP IRA`s
  • Simple IRA`s
  • Education IRA`s
  • Roth IRA`s
  • Traditional IRA`s
  • 529 College Plans

 

 

Insurance:
  • Fixed Annuites
  • Index Annuities
  • Life
  • Long Term Care
  • Disability Income

If you have any questions please email or call us.