We work as a team with attorneys and accountants to provide our clients with estate and charitable financial planning. Our goal is to protect our client’s assets. We offer services that include the use of:

Mutual Funds
Annuities – fixed and variable
Bonds
Stocks
Medicare Supplement Insurance Planning
Long-Term Care Policies
Life Insurance
Investments that keep pace with the stock market while retaining the principal

Qualified and Non-Qualified Retirement Plans

IRAs
Simple IRAs
Roth IRAs
SEP Plans
Defined Benefit Plans
Profit Sharing Plans
401 (k)
Annuities – variable and fixed
Manage and invest rollovers and pensions