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Products and Services

At our firm, we provide expert assistance in the following areas:

FINANCIAL PLANNING

 
  • Retirement Planning
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • College Planning
  • Tax Strategies
  • 401 (k) Planning
  • 403 (b) Planning
  • Medicaid Planning
 

INVESTMENTS

 
  • Mutual Funds
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • Gas & Oil Partnerships
  • Real Estate Investment Trust
  • Variable Annuities
  • Equity Indexed Annuities
  • Educational IRA
  • Common Stock
  • Bonds
 

INSURANCE

 
  • Life Insurance
  • Long Term Care
  • Health
  • Disability Income