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Our Products and Services

While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Investments

  • Corporate and Municipal Bonds
  • Common and Preferred Stock
  • Exchange Traded Funds (ETFs)
  • Treasury Bills and Notes
  • Variable Annuities and Life Insurance
  • Real Estate Investment Trusts (REITs)
  • Business Development Companies (BDC's)
  • Certificate of Deposit (FDIC Insured)
  • Mutual Funds

Accounts

  • Traditional and Roth IRAs
  • SEP and Simple IRA’s
  • Educational IRA’s
  • Beneficiary IRA’s
  • 401(k) and 403(b) Plans
  • UTMA / UGMA accounts for minors
  • Fiduciary Managed Accounts (Individual, Business, Trust and Estate)
  • Commission Based Brokerage Accounts

Financial Planning

  • Wealth Management
  • Risk Management
  • Tax Planning
  • Estate Planning
  • Cash Management
  • Philanthropy
  • Value Added Services

Insurance

  • Fixed, Indexed and Immediate Annuities
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Life Insurance


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