Our Services
Investments:
Stocks & Bonds
Mutual Funds
Variable Annuities
Variable Life Insurance
IRA's (Traditional, ROTH, Simple, SEP)
Coverdell ESA's (Education IRA)
529 College Savings Plans
Government Securities
Unit Investment Trust
401(k) & Pension Plans
Real Estate Investment Trusts (REIT)
Fixed Income Securities
Limited Partnerships
Insurance:
Fixed Deferred Annuities
Immediate Annuities (Income)
Life Insurance (Whole Life, Universal & Term)
Long Term Care Planning
Medicare Supplements & Medigap Coverage
Medicare Advantage Plans (PPO, HMO & FFS)
Major Medical (PPO, HMO & FFS)
Dental
Other Services:
Financial Services & Consulting
Estate & Inheritance Planning
Full Services Brokerage Accounts
Brokerage Debit Card & Check Writing Accounts
College Planning (529 Plans)
Tax Reduction Strategies
If you have any questions please e-mail or call us.