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Products & Services

There are many financial products in the market, thus choosing the ones that best meet your needs can be complicated. That’s where we can help. We are independent and have access to a wide range of products available.

We know that every client has a unique set of circumstances. Our goal is to first understand your individual situation before recommending or advising. It is only then that we can truly assist in coordinating your financial life and recommending investment products and solutions.


  • Mutual Funds
  • Stocks
  • Variable Annuities
  • Bonds
  • Bond Funds
  • Fixed and Variable Income Products
  • EFTs (Exchange Traded Funds)
  • Alternatives
  • Real Estate Investment Trusts
  • 401k Retirement Plans and Individual Retirement Accounts-IRA
  • 529 Qualified Tuition Plans
  • US Treasuries Securities


  • Life Insurance
  • Long Term Care Insurance
  • Variable Annuities
  • Disability Insurance
  • Health and Dental Insurance
  • Group Health Benefits

Financial Services and Planning

  • Retirement Income Planning
  • Business Succession Planning
  • Financial Planning for Business Owners
  • Estate Planning
  • Fee-Based Investment Advice
  • Income Tax Planning
  • Employee Benefit Review-401k and Stock Option Analysis