Our Services

Financial Plan Design

  • Personal Financial Analysis
  • Tax Planning (including referrals for tax preparation)
  • Estate Planning
  • College Funding Programs
  • Retirement Planning
    • Traditional IRA's
    • Roth IRA's
    • TDA / 403(b)

Investments

  • Securities
    • Mutual Funds
    • Money Markets
    • Limited Partnerships
    • Stocks
    • Bonds
  • Annuities
    • Single Premium
    • Flexible
    • Index 500
    • Variable

Insurance

  • Life Insurance
  • Disability Insurance
  • Mortgage Insurance
  • Medical Insurance
  • Dental Insurance
  • Long Term Care
  • Medical Supplements
  • Medicare Supplements
  • Accident Insurance
  • Cancer Insurance
  • Vision Insurance

Business Services

  • Group Pension or Profit Sharing
  • SIMPLE Plans (IRA & 401k)
  • 401 k Plans
  • Executive Salary Continuation
  • Section 125 
  • Payroll Deduction Plans
  • Group Insurance
    • Medical (Blue Cross & others)
    • Dental
    • Life
    • Disability
    • Long Term Care
  • Deferred Compensation
  • Buy/Sell Agreements

Additional Services

  • Property and Casualty
    • Auto
    • Home
    • Worker's Compensation
    • Liability
  • Financing/Refinancing Homes