Our Products and Services

Whether planning for your business or organization, for yourself or your family, we can help you design a strategy to help you reach your goals.

Personal Financial Needs

• Investment Strategies
• Insurance Needs Analysis
• Education Funding Strategies
• Retirement Planning
• Estate Conservation Strategies

Investments

• Mutual Funds
• Stocks and Bonds*
• Variable and Fixed Annuities
• IRAs, (Traditional, Roth, Rollover, Simple, SEP)
• Retirement Plans 401k & 403b
• College Funding Plans (529 Plans & Coverdell Savings Accounts)
• Brokerage Services & Fee Based Managed Accounts
• Institutional Investment Products and Services

Insurance

• Variable Life Insurance
• Variable Universal Life Insurance
• Universal Life Insurance
• Whole Life Insurance
• Term Life Insurance
• Second-To-Die Life Insurance
• Disability Income Insurance
• Long-Term Care Insurance

Employee Benefits

• Group Health and Dental Insurance
• Group Life & Disability Income Insurance & Long-Term Care Insurance
• Employee Pension and Profit Sharing Plans
• 401k & 403b Retirement Plans
• Deferred Compensation Plans
• Key Executive Plans

Business Protection

• Business Succession Strategies
• Buy/Sell Agreement Funding Products
• Key Person Life & Disability Income Insurance
• Business Overhead Expense Insurance

Professional Network

• CPA's
• Attorneys
• Mortgage Brokers
• Loan Officers
• Property & Casualty Insurance Agents

Please contact me for additional information about the products and services that we offer.