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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
  • 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