Products & Services
We conduct ourselves in accordance with the following precepts:
- Our clients always come first.
- We strive to provide the highest level of service with integrity.
- We strive to communicate clearly and frequently with our clients.
- Our products and services must be suitable for your stated objectives.
- Teamwork, cooperating with and providing assistance and support to our fellow associates, is fundamental to sustaining a quality environment which nurtures opportunities for professional growth and satisfaction.
- Continuing education is necessary to maintain the timeliness of product knowledge, tax laws and financial planning techniques.
- To excel and to emulate other members of our peer groups requires that we work smarter utilizing advanced technological resources.
- We must give back to the communities in which we live and work.
- Innovation is a requisite to our survival in a changing world.
- Assisting our clients in attainment of their financial objectives is a worthy enterprise..
Investments
- 401(k) Rollovers
- Advisory Accounts
- Bonds
- Brokerage Accounts
- Common Stocks
- Educational IRA
- Exchange Traded Funds
- Managed Portfolios
- Mutual Funds
- Roth IRA
- SEP IRA
- Simple IRA
- Traditional IRA
- Treasury Notes
- Variable Annuities
Financial Planning
- Retirement Planning
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Management
- Profit Sharing Plans
Insurance
- Disability Income
- Life Insurance
- Long Term Care