Our Products

There are many financial products in the market, and so choosing the ones that best meet an individual needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs, risk and time horizon. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Individual Retirement Accounts
  • 529 College Savings Plans
  • Annuities
  • 401(k) Plans
  • Simplified Employee Pension Plans (SEP)
  • Qualified Retirement Plans
  • ​Stocks, Bonds, CD's and Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance