Products and Services


Once we understand your unique financial situation, we will develop and implement a personalized plan to work towards accomplishing your goals and objectives. This could include utilizing any of the following:

  • Stocks, Bonds, Mutual Funds, and Annuities
  • 401(k) Rollovers
  • Traditional and Roth IRAs
  • Money Market Accounts (with check writing)
  • Risk Management
  • Investment Advisory Services
  • Retirement Income Planning
  • Portfolio Construction & Management
  • Education Savings Accounts
  • Life, Disability Income, and Long-Term Care Insurance Planning
  • Estate Planning Assistance
  • Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers
  • Employee Benefits/Group Health Insurance
  • Smartdonor™ Charitable Giving Services for donors and not-for-profit organizations

 

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