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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