Broker Check

Products & Services

Investments

  • Managed Accounts
  • Bonds
  • Stock
  • Mutual Funds
  • Unit Investment Trusts (UITs)
  • Real Estate Investment Trusts (REITs)
  • Annuities

Financial Planning

  • Fee Based Advisory Services – hourly and turnkey fee options
  • Comprehensive written plans
  • College Planning
  • 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