We use a wide variety of investment options to help you reach your objectives in a well-diversified strategy that fits your needs and desires. Everything from very conservative government bonds, to well-balanced mutual funds, to individual stocks are considered in each individually designed portfolio. 

Stocks

Bonds

Mutual Funds

ETFs

Unit Investment Trusts

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Structured Notes

CDs

Variable Annuities

Fixed Annuities

Traditional IRA

Roth IRA

We offer in-depth analysis of your current financial situtation along with your future goals and objectives. Using a variety of planning programs and services we will carefully look at your probability for success as you go into and through retirement. 

Retirement Plans

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Along with designing a comprehensive investment portfolio, we will also analyze your needs for a variety of insurance opportunities to protect your plans. We will also analyze any current insurance policies you hold to see if they still meet your needs. 

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Life Insurance Retirement Plans (LIRP)

One of the biggest concerns for many people is that they not only leave a lasting legacy to their heirs, but that they do it in the most tax-efficient way. We will help to make sure that your estate is set up the way your desire so that your assets go to those you desire in the  most tax-efficient ways possible along with avoiding probate. 

TOD

Trust Planning

Estate Planning

Tax Efficient Planning

Surviorship Planning