Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Mutual Funds
  • Fixed, Variable and Indexed Annuities
  • Stocks
  • Bonds
  • Money markets
  • Fee Based Money Management
  • Term and Permanent Life Insurance
  • Long Term Care Insurance
  • Unit investment Trusts
  • Options
  • CD's
  • Financial Planning
  • Distribution planning
  • Estate planning
  • Check Writing
  • Internet Brokerage access
  • Business retirement plan
  • IRA accounts
  • Account aggregation and Analysis