Products & Services

We provide Financial Solutions in the following areas:

Investments & Retirement

- Wealth Management
- Traditional & Roth IRA’s
- Mutual Funds
- Managed Money Accounts
- 529 College Savings
- Variable Annuities
- Fixed & Indexed Annuities

Business Planning

  - 401(k) / Profit Sharing Plans
  - Simple & SEP IRA’s
  - Key Man Insurance
  - Buy / Sell Planning
  - Group Health Plans
  - Group Disability

Personal Insurance

  - Estate Planning
  - Life Insurance
  - Disability Insurance
  - Critical Illness
  - Long-Term Care
  - Medicare Supplement
  - Individual Health

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.