Product & Services


Retirement Services

  • Traditional IRA’s, Roth IRA’s,  Rollover IRA’s, Simple IRA’s, Stretch IRA’s
  • Guaranteed Retirement Income*
  • 401(K) Management/ Advisory Services


Education Funding

  • 529 Plans, Coverdell Savings Accounts, UTMA/UGMA


Investments and Advisory Services

  • Stocks, Bonds, and ETF’s
  • Mutual Funds,  Open and Closed End,  24,000+ available
  • REIT’s
  • Unit Investment Trusts
  • Fee‐Based/Managed Accounts



  • Fixed
  • Equity Indexed
  • Immediate
  • Variable



  • Life, Health, Disability
  • Long‐Term Care
  • Wealth Transfer / Estate Planning


Small Business Services

  • Retirement Plans (401k, Pension, Buy Sell)
  • Employee Benefits
  • Business Succession Planning
* Guarantees are contingent on the claims-paying ability of the issuing insurance company

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