Our Services

We serve individuals and businesses in the areas of investments, insurance, and financial planning.

Our investment products and services include:

  • Private Money Management/Separately Managed Accounts
  • Mutual Funds
  • Annuities, Deferred and Immediate
  • 403(b) Plans
  • Unit Investment Trusts
  • Individual Retirement Services
  • 529 Plans
  • Simplified Employee Pension
  • KEOGH Plans
  • Profit Sharing, Pension, 401(k), & SIMPLE Plans
  • Non-Qualified Plan Design & Funding
  • Section 125 Benefit Plans
  • Asset Management Accounts

Our risk management products and services include:

  • Life Insurance
    • Whole Life
    • Level Term
    • Universal Life
    • Variable Life
    • Survivorship Variable Life
  • Disability Income Insurance
  • Health Insurance
  • Long-Term Care Insurance
  • Group Life, Health, & Disablity Insurance

Our financial planning services include:

  • Comprehensive financial planning
  • Retirement planning
  • College planning
  • Insurance planning
  • Debt & cashflow planning
  • Distribution planning
  • Estate planning