Broker Check

Products & Services

We provide assistance in the following areas:

Investments

  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Treasury Bills
  • Treasury Notes
  • ROTH IRA
  • SEP IRA
  • SIMPLE IRA
  • Traditional IRA
  • IRA Roll-Over

Insurance

  • Life Insurance
  • Universal Life
  • Variable Universal Life
  • Second- to-Die
  • Key-Man & Buy-Sell
  • Term Insurance
  • 412 (i) Plans
  • Long Term Care
  • Disability Income
  • Charitable Giving
  • Business Planning
  • Variable Annuities
  • Fixed Annuites
  • Fixed Index Annuities
  • SPIA (Single Premuim Immediate annuities)

Financial Planning

  • Estate Planning Strategies
  • Retirement Plans
  • Profit Sharing Plans
  • Money Purchasing Plans  
  • Deferred Compensation Plans
  • 529 College Savings Plans
  • 401 (k) Plans
  • 401 (k) Solo
  • 403 (b) Plans
  • Professional Money Management