Our Services

It's about meeting YOUR financial needs... 

Your Financial Advisor specializes in managing investment portfolios

  • As Portfolio Managers we have access to a comprehensive array of choices for investment products.  Instead of pushing proprietary products, your advisor offers investment choices that are best suited to your needs. 
  • A number of personalized fee-based money management platforms which include tools to assist with wealth management and access to experienced independent money managers.  These programs provide investor flexibility and emphasize asset allocation and opportunity. 
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Investments

  • Bonds and CDs
  • Common and Preferred Stock 
  • ETF - Exchange Traded Funds
  • Mutual Funds
  • Money Market 
  • REIT - Real Estate Investment Trusts
  • UIT - Unit Investment Trusts
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Financial Planning

  • Income Planning
  • Retirement Planning
  • Tax Reduction Strategies
  • Estate Conservation
  • 401(k) Planning/Rollovers
  • 457 Deferred Compensation
  • 403(b) T.S.A. Rollovers
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
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Insurance

  • Annuities (Fixed, Variable and Equity Indexed)
  • Life Insurance
  • Disability Income Insurance
  • Long-Term Insurance