Our Services & Products

FEE BASED SERVICES

 

​

• Financial Planning

  • Retirement Income  

  • Protection

  • Estate

  • College Funding

  •  Asset Allocation/Risk Management

• Investments

  • Mutual Funds*

  • Exchange Traded Funds*

  • Seperately Managed Accounts*

​

​

INSURANCE

​

• Life Insurance

  • Term Life

  • Whole Life

  • Universal Life

  • Variable Universal Life*

  • Survivorship Life

• Disability Income Insurance

• Long Term Care Insurance

​

​

INVESTMENTS

 

• Brokerage Accounts*

• Mutual Funds*

• Annuities

  • Fixed

  • Index

  • Immediate

  • Variable*

• Listed Real Estate Investment Trusts*

• Unit Investment Trusts*

• 529 College Savings Plans*

• 1031 Property Exchanges*

• Retirement Accounts

  •      Individual Retirement Accounts- IRA's & Roth IRA's*

  •      Employer Sonsored Plans

    •  401(k) Plans*

    • Profit Sharing Plans*

    • Money Purchase Plans*

    • Simple IRA's*

    • SEP-IRA's*

    • Defined Benefit Plans*

    • 403(b) Plans*