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Our Services

Financial Services

  • Investment Advisory and Portfolio Management
  • Retirement Planning
  • Estate Analysis
  • Special Needs
  • Investment Risk/Reward Assessment

For Businesses

  • 401(k) & Profit Sharing Plans
  • 403(b) Services and Analysis
  • Business Continuation Programs
  • Buy/Sell Funding
  • Executive Bonus Plans
  • Key Man Insurance
  • Deferred Compensation Plans
  • Short and Long-Term Accident Insurance
  • Payroll Deduction Group Health, Life and Dental
  • Disability Buy-out Programs

For Individuals

  • Mutual Funds / Stocks and Bonds
  • 401(k) & 403(b) Rollovers 
  • Investment Analysis
  • Structured CD's
  • Variable and Fixed Annuities
  • Self-Directed, ROTH and Education IRAs
  • REITs, UITs and Limited Partnerships
  • Life, Health, Dental Insurance
  • Short & Long-Term Accident Insurance
  • Nursing Care Insurance
  • Medicare Supplement Insurance
 

Wealth Management Services

STOCK / BOND OR MUTUAL FUND PORTFOLIOS

You can take advantage of a personal, professional approach by having an experienced or seasoned professional working on your behalf, focusing years of experience on your investment objectives. Following a strategy that you select, these professionals make your investment selections for you and continually manage your portfolio to keep it on track with your goals. It's time, plus information and expertise that make the difference in selecting the right financial opportunities for your future.

While many investment managers follow a single investment strategy for all portfolios under management, we manage your portfolio according to the strategy you select.

  • Equity Strategy
  • Balanced Strategy
  • Fixed Income Strategy
  • Long-Term Strategy

For more information on our wealth management services, please e-mail: [email protected]