Our Services

INVESTMENTS*

  • Stocks, Bonds, and Mutual Funds*
  • Fixed / Variable Annuities*
  • Tax Deferred Investments*
  • Tax-Free Investments*

RISK MANAGEMENT***

  • Life and Health Insurance
  • Disability
  • Long-Term Care

WE HELP FAMILIES WORK TOWARDS THEIR FINANCIAL GOALS

  • Retirement Funding
  • College Funding (529 Plans)
  • Estate Preservation
  • IRAs (Traditional / Roth)

WE ASSIST BUSINESS OWNERS WITH THEIR OPTIONS

  • Salary Allotments Billing
  • Buy / Sell Agreements Funding
  • Key Employee Products
  • Split Dollar
  • Qualified / Non-Qualified Plans
  • Simple / SEP & IRA
  • 401(k)
  • Deferred Compensation

WE PROVIDE REFERRALS FOR THE FOLLOWING SERVICES:

  • TAX PREPARATION
  • Individuals
  • Families
  • Small Businesses
  • LEGAL SERVICES
  • Wills
  • Trusts
  • Other Legal Documents
  • MORTGAGE ASSISTANCE
  • Debt Consolidation
  • Mortgage Refinancing
  • Home-Buying Options