Our mission is to help individuals and families achieve complete financial security.  We take a deep interest in your personal situation and provide unbiased investment advice based upon sound financial planning principles.  Honesty, integrity and unquestionable ethics are at the heart of all we do.

Products and Services

Products and Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Individual, Joint and Trust Accounts
  • 401(k) Retirement Plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual Funds and Exchange Traded Funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health  Insurance Group health benefits
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