Our Services


While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Investment Management - Stocks, Bonds, Exhange Traded Funds (EFT's) and Individual Bonds

*Qualified Accounts (accounts that have not been taxed) - IRA's,  401K's, 403B's, Simple IRA's and Self Employment Pensions (SEP's)

*Non-Qualified Accounts (accounts that have already been taxed) - CD's,  Fixed    Annuities & Mutual Funds

  • Retirement Strategies
  • Estate Conservation
  • Insurance and Annutity Products
  • Tax Preperation
  • Medicare Health Plans

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