Our Services

Products and Services Offered

Financial Products

Annuities (fixed and Variable)  -  Mutual Funds  -  IRAs  -  Asset Management Accounts  -  Mutual Fund Brokerage Accounts  -  529 College Savings Plan

Insurance Protection Products

Whole Life Insurance  -  Term Insurance  -  Universal Life Insurance  -  Variable Life Insurance  -  Second-to-Die Life Insurance  -  Disability Income Insurance  -  Long -Term Care Insurance 

Financial Analyses and Strategies

Asset Allocation - Charitable Giving Strategies - Estate Conservation - Financial Needs - Retirement Funding - Mortage Protection - 401k Rollovers - IRA Consolidation and Distribution Planning


Business Planning Services

Buy/Sell Agreement Funding  -  Key Person Life Insurance  -  Executive Bonus Plans  -  Split Dollar Funding Programs  -  Deferred Compensation Programs  -  Corporate Owned Life Insurance (COLI)  -  Business Succession Planning

Employee Benefits

Retirement Plans:  401(k), 403(b), SEP, Simple IRA  -  Defined Benefit Plans  -  Profit Sharing Plans  -  Money Purchase Plans  -  Group Basic Life Insurance  -  Group Optional Life Insurance  -  Group Short Term & Long -Term Disability Insurance  -  Group Dental  -  Group Voluntary Dental Insurance  -  Group Health Insurance