Services and Products

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services and products:


  • Life Planning Guide
  • Financial Plan
  • Investment management
  • Retirement strategies
  • Estate conservation


Fixed Income Investments

  • Municipal Bonds
  • Unit Investment Trusts
  • Government Securities
  • Brokered Certificates of Deposit
  • Corporate Bonds
  • Fixed Annuities
  • Fixed Indexed Annuities

Equity Investments

  • Mutual Funds
  • Common Stock
  • Preferred Stock
  • Variable Annuities


Alternative Investments

  • REITs


  • Life
  • Variable Life
  • Long-term Care
  • Disability

Retirement Plans

  • Self-Directed Plans
  • Pension & Profit Sharing
  • Universal Plans
  • Plan Design Assistance
  • Plan Review