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Products & Services

We provide assistance in the following areas:

Investments

  • Common and Preferred Stock
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETF's)
  • Managed Money Options 
  • Brokerage Accounts
  • Government Securities
  • Treasury Bills and Notes
  • Variable Annuities
  • Fixed Annuities
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Educational IRA

Financial Planning

  • Overall Financial Planning
  • Retirement Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • College Planning
  • Estate Planning Guidance with referrals to Qualified Counsel
  • Money Purchase Plans
  • 401(k) and Profit Sharing Plans
  • Investment Tax Strategy Guidance with referrals to Qualified Professionals

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance