Our Services

What Can We Do for You

We help clients build and protect wealth with knowledge, experience and professional resources.  As an investment and insurance advisor, we track top quality, well established products that will meet your investing objectives.

Our Service Specialties

  • We guide you with tools to help you build and manage your wealth.

  • Retirement

    New Accounts & Transfers

    • Deductible/Non-Deductible Traditional or Roth IRAs
    • SEP IRAs
    • 403(b)
    • Roth 401(k) set ups and rollovers
    • Pension and Profit Sharing Rollovers
    • Personal/Single K Plans
  • Insurance & Annuities

    • Whole Life, Variable (VUL) or Term Life
    • Fixed or variable annuities Single Premium Immediate Annuties (SPIA)
    • Long-Term Care
  • Education

    • Coverdell Education Savings Accounts (CESA)
    • 529 Plans/College Bound Funds
  • Savings

    Long Term & Short Term

    • Non-IRA Accounts (with or without tax deferment)
      • For Income
      • For Growth
      • Money Markets
    • Alternative Investments (low minimums)
  • Gifting

    • UTMA/UGMA/CUTMAs (Gifts to Minors)
    • Charitable Gifting