Products & Services

At our firm, we provide expert assistance in the following areas:

INVESTMENTS (through Cambridge Investment Research, Inc.)

Brokerage Accounts

Managed Accounts

Common Stock

Preferred Stock

Government Securities

Corporate Bonds

High Yield Bonds

Municipal Bonds

Convertible Bonds

Mutual Funds

Closed End Funds

Exchange Traded Funds

Check Writing

Debit Card

Certificates of Deposit (CD)

Inherited IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Coverdell Education Savings

Variable Annuities

Equity Indexed Annuities

Fixed Annuities

Disability Income

Term Life Insurance

Cash Value Life Insurance

Long Term Care Insurance

Individual Health

Employee Benefit Plans (i.e. health, dental, group life, disability, vision)

Asset Allocation Modeling

College 529 Plans

Estate Plans

Expense Management

Cash Flow Analysis

Money Purchase Plans

Profit Sharing Plans

Retirement Distribution Plans

Tax Plans

401(k) Planning for business

403(b) Planning for non-profits, teachers and hospital personnel

Defined Benefit Plans

Stock Option Planning