Our Services
We are an independent group, which means we are not tied to specific products or investments. We are able to explore the marketplace in an attempt to help ensure that your assets are managed to best fit your lifestyle, goals, and objectives. We provide customized plans & expertise in the following areas:
Investments *
- Bonds
- Mutual Funds
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Variable Annuities
Financial Planning *
- Retirement Plans
- Tax Plans
- 401k Planning
- 403b Planning
- College 529 Plans
- Estate Plans
- Money Management
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Life Insurance
- Individual Health Insurance
- Group Health Insurance
- Long Term Care Insurance
- Disability Income Insurance