Products & Services
Investments
- Managed Accounts
- Bonds
- Stock
- Coverdell Education Savings Accounts
- 529 College Plans
- Mutual Funds
- Traditional IRAs
- Roth IRAs
- Unit Investment Trusts (UITs)
- Real Estate Investment Trusts (REITs)
- Annuities
Financial Planning
- Fee Based Advisory Services – hourly and turnkey fee options
- Comprehensive written plans
- Estate planning
- Retirement planning
Insurance
- Life Insurance
- Disability Insurance – individual and group
- Long Term Care Insurance
Employer Sponsored Benefit Programs
- 401(k)s – Safe Harbor options available
- Profit Sharing Plans
- SIMPLE IRAs
- SEPs
- Non-qualified deferred compensation
