Our Services

Clients choose from a wide selection of investments that have been carefully screened on the basis of stringent criteria. These include:

Mutual Funds

International Funds

Asset Allocation Funds

Small Cap Funds

Variable Annuities

Municipal Bonds

U.S. Government Bonds

Corporate Bonds

Certificates of Deposit

529 College Savings Plans

IRA Rollover Accounts


Roth IRAs

401K Plans

Simple IRA Plans

403B Plans

Single Premium Annuities

Equity Indexed Annuities

Life Insurance

Health Insurance

Long-Term Care Insurance

Common Stock

Preferred Stock

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