Broker Check

Product & Services

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

Risk Management

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Medical Plans
  • Fixed Annuities

Wealth Management and Protection

  • Retirement Planning 
  • IRA Succession Planning
  • Tax Planning 
  • Asset Allocation Programs
  • Estate Planning 
  • College Funding and 529 Plans
  • Charitable Giving Plans 
  • Portfolio Risk/Reward Analysis
  • Private Family Foundation

Corporate and Executive Benefits

  • Competitive Health Insurance 
  • 401K and Safe Harbor 401K Plans
  • Business Succession Planning 
  • 412i Defined Benefit Plans
  • Medical Savings Accounts 
  • Executive Carve Out Plans
  • Long and Short Term Disability 
  • Salary Continuation Plans
  • Group Life Insurance
  • Deferral Compensation Plans

Investments*

  • Stocks 
  • Variable Annuities
  • Bonds 
  • Money Management Accounts
  • Mutual Funds 
  • Government Securities
  • CD's Brokerage Accounts
  • Real Estate Investment Trusts 
  • Debit Cards & Checkwriting