Products & Services

At our firm, we provide assistance in the following areas:

INVESTMENTS

  • Brokerage Accounts
  • Section 529 Plans for College
  • Corporate Stocks
  • Bonds*
  • Government Securities 
  • Real Estate Investment Trusts
  • SEP IRAs
  • Simple IRAs
  • IRAs: Traditional and Roth
  • Variable Annuities
  • Fixed Annuities

INSURANCE

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Individual Major Medical 
  • Health Savings Accounts
  • Group Major Medical and Dental
  • Group Disability Income
  • Group Long Term Care

FINANCIAL PLANNING

  • College Planning
  • Estate Planning
  • Money Management
  • Money Purchase Plans
  • Profit Sharing Plans
  • Retirement Plans
  • Tax Reduction Strategies
  • 401 (k) Planning
  • 403 (b) Planning