Our Services

We offer a wide range of financial services to individuals and businesses. Initial complimentary appointments provide us with a mutual basis from which to begin an evaluation of your current financial situation. When we've understood your personal objectives, then we bring our extensive years of experience and solutions to achieve those objectives.

A diversified portfolio with a history of relative stability during market declines is the ideal cornerstone for any long-term investment strategy. Whether you are investing for retirement, college education or estate planning, we recommend and help you choose the appropriate investment solutions.

Economic conditions change and markets move, but we recommend investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you to ensure you are comfortable with the financial investment and insurance decisions you make.  


Investment and Insurance Services Include

INVESTMENTS

  • Mutual Funds
  • IRAs and 401(k) rollovers
    • Traditional
    • Roth
    • SEP
    • Simple

  • Equity Indexed annuities
  • Fixed annuities
  • Variable annuities
  • Investment services
  • Socially responsible investing

FINANCIAL PLANNING

  • Retirement account accumulation and distribution
  • 401(k), 403(b) and 401(a) planning and analysis
  • Social Security planning
  • College education funding
  • Estate planning
  • Personalized portfolios
  • Charitable giving
  • Annuities
  • Income tax reduction strategies
  • Attorney meetings regarding Wills or Revocable Living Trusts
  • Elder law coordination and referrals

INSURANCE

Health Insurance

  • Individuals and the self-employed
  • Medicare supplement plans 
  • Employer sponsored voluntary supplemental plans 
  • Long-term care
  • Group health, life, disability, etc.

Life Insurance

  • Term
  • Universal (UL)
  • Whole
  • Last survivor/second to die
  • Final expense (burial trust)