Product and Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 Retirement Planning – pre and post

  • Individual Retirement planning
  • 401k / Profit Sharing
  • Public teachers 403b
  • IRA : Traditional / Roth, SEP, Simple,  Beneficiary  / Spousal)

Investment Planning

  • Mutual Funds
  • Common Stocks
  • Bonds (Taxable and Tax-free)
  • Government Securities
  • Variable Annuities
  • ETF (Exchange Traded Funds)
  • UIT (Unit Investment Trusts)

Financial Services

  • Fee Based Advisory Accounts
  • Brokerage Accounts
  • Risk Management Planning
  • Estate Planning
  • Trust Accounts
  • College Planning (529)
  • Tax Planning
  • Corporate and Key Person
  • Custodial Accounts

Insurance

  • Group insurance : Life, Health, Disability (LTD), Dental
  • Life insurance
  • Disability insurance
  • Long Term Care
  • Group Health

 

All Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.