Our Services

We provide assistance in the following areas:

Investments

  • Bonds*
  • Common Stock*
  • Educational IRA*
  • Traditional IRA*
  • Roth IRA*
  • SEP IRA*
  • Simple IRA*
  • Brokerage Accounts*
  • Treasury Bills*
  • Government Securities*
  • Treasury Notes*
  • Variable Annuity*

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Estate Plans*
  • Money Purchasing Plans*
  • Profit Sharing Plans*

Insurance

  • Disability Income Insurance
  • Individual & Family Dental Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Employer / Employee Benefits

  • Group Health plans
  • Group Dental & Vision benefits 
  • Group Disability Income Insurance
  • Group Life Insurance