Product and Services

We provide assistance in the following areas:

Investments

• Diversified Portfolios
• Bonds
• Common Stock
• Mutual Funds
• ETFs
• REITS
• Educational IRA
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Brokerage Accounts
• Treasury Bills
• Government Securities
• Treasury Notes
• Variable Annuities
• Fixed Annuities

Financial Planning

• Retirement Plans
• Tax Plans
• 401 (k) Planning
• 403 (b) Planning
• College Savings 529 Plans
• Estate Plans
• Money Purchase Plans
• Profit Sharing Plans

Insurance

• Disability Income Insurance
• Life Insurance
• Long Term Care Insurance
• Medicare Supplement Insurance

Tax Planning

• Individual Tax Planning
• Small Business Tax Planning