Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After a meeting to review your needs and risk tolerance, you will be better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • IRA's and Roth IRA's
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds & ETF's
  • Certificates of Deposit
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Medicare Plans
  • Managed Accounts
  • Social Security Timing
  • Income and Cash Flow Planning
  • Charitable Giving
  • Business Succession 
  • Estate Preservation
  • Funeral Trusts
  • Employee Benefits
  • Tax Planning 
  • Tax Preparation