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
IRAs
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