Our Services

• Estate Planning Resources- Proper planning in cooperation with your attorney to help you fulfill your lifetime goals and values - building a legacy.
• Retirement Preparation - Helping identify retirement goals and strategizing how to achieve them.
• Asset Management - Customized portfolio management available to those with $250,000 or more to invest.  Strategic Bond Portfolios, Managed Separate Accounts, wrap accounts, etc.
• College Funding - Selecting appropriate investment strategies to help you accumulate and pay for college education.
• Investments - Connecting you with a broad selection of mutual funds, fixed and variable annuities.  Mutual funds and variable annuities are sold by prospectus.  Carefully consider a fund's or subaccount's investment objective, risks, charges and expenses before investing.  This and other information is contained in the prospectus.  Contact us for a prospectus.  Read it carefully before investing.  Variable annuities are long term investment vehicles designed for retirement purposes.  There value will fluctuate so that when redeemed the value may be worth more or less than the original cost.
• Real Estate - REALTOR.  Serving as a Buyer's Agent to help guide you through your real estate purchase.  Need a REALTOR - ask us!.
• Securities - Offering full securities services: stocks, municipals and corporate bonds, ETF's, DPPs, options, etc.  Securities including mutual funds and variable annuities involve risks including possible loss of principal.
• Insurance - Helping insure you're adequately protected, we offer: life, health, disability, and long term care.  Individual and group plans available.