Our 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
Contact us today and schedule your first appointment 765-457-5117