Our Services

Investments



  • Fee-based asset management services
  • Mutual Funds


Retirement Planning


  • IRAs
  • 401(k) plans
  • SEPs
  • Simple Plans
  • Pension/Profit sharing plans

Estate Planning



  • Business ownership succession planning
  • Charitable remainder trusts
  • Insurance needs analysis




Education Planning



  • 529 plans
  • Coverdell education IRAs


Insurance



  • Insurance audit
  • Term life insurance
  • Fixed and variable life insurance
  • Long term care insurance
  • Fixed and variable annuities
  • Individual health insurance
  • Group health insurance