Investments

• Full financial Planning including: Money Management, Wealth Preservation Strategies & Retirement Planning*

• Retirement Plans & Rollovers including: Roth IRAs, 401(k)s, SIMPLE Plans, IRAs and 403(b)s

• Stocks, ETFs, Mutual Funds, Real Estate Investment Trusts (REITs)

• Corporate, Municipal & U.S. Treasury Bonds

• Annuities - Fixed, Variable & Indexed

• College & Educational Planning including: 529 Plans

Estate Planning Services

• Last Will and Testament

• Trust Packages

• Estate Plan Execution and Funding 

Insurance 

• Medicare Advantage Plans & Supplements

• Prescription Drug Plans, Dental Coverage

• Individual & Small Group Health Insurance

• Life Insurance including: Term, universal, and whole life; funeral & final expense

• Accident & Indemnity Policies

• Disability, Cancer Policies, Long Term Care

• Property & Casualty Insurance including: Homeowners, Auto, Business Coverage & Umbrella/Liability Coverage

Join our growing list of satisfied client who have come to appreciate our cutting edge technology, and caring, knowledgeable staff