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Our Products and Services

We provide assistance in the following areas:

Financial Planning

  • Spending Plans
  • Protection Needs
  • Investment Plans
  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Investments

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Bonds
  • Common Stock
  • UIT (Unit Investment Trust)
  • REIT (Real Estate Investment Trust)
  • Variable Annuity
  • Professional Money Management