Products & Services
We can provide assistance in the following areas, the choice is yours!
Broad Investment Selections - "Our Customers have a choice"
- Bonds
- Common Stock
- College Savings Plans and Educational IRA’s
- Fixed Annuities
- Certificates of Deposit
- Exchange Traded Funds
- Monthly Investment Plans
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Mutual Funds; Load/No Load
- Municipal Bonds
- Government Securities
- Treasuries
- Variable Annuities
- Corporate Plans
- Alternative Investments
- Money Markets
Financial Planning Help - "Relax, We Can Help You Plan Your Retirement"
- Financial Counseling and Planning
- Fixed Income Retirement Accounts
- Managed Account Solutions
- Income Planning Tools
- Monthly Withdrawal Plans
- Electronic Funds Transfer
- Estate Plans
- Professional Money Management
- College Tuition Planning
- Complete IRA Rollover Assistance
- 401(k) Planning
- 403(b) Planning
- Gift Planning
- Income Evaluation
- We Can Connect Your Bank
Insurance Planning - "Let’s explore ways to Protect Your Finances and Your Loved Ones"
- Comparing Life Insurance benefits and costs for you
- Insure your income
- Life Insurance - "An investment in your families’ future"
- Long Term Care Planning
- Competitive Income from Fixed Annuities
- Lifetime Income Options
- Need Annuity Income for loved ones? We can help!
- Let’s find Insurance that fits your Need and your Budget
- You can leave a legacy that will live on
Other Services - "Want experienced help with these issues? Let’s discuss it."
- Assistance With Employer Rollover Forms
- Let us evaluate your current Investments
- Understanding your Life Insurance Statement
- Business Startup Council and Capital Planning
- Reinvestment of Dividends
- Dollar Cost Averaging
- Estate Closing Assistance