Products & Services

At our firm, we provide expert assistance in the following areas:

INVESTMENTS

• Bonds
• Check Writing
• Common Stock
• Debit Card
• Educational IRA
• Brokerage Accounts
• Government Securities
  
• Roth IRA
• SEP IRA
• SIMPLE IRA
• Treasury Bills
• Traditional IRA
• Treasury Notes
• Variable & Fixed Annuities

INSURANCE

• Disability Income
• Life Insurance
• Long Term Care
• Health
• Dental
• Voluntary Benefits

FINANCIAL PLANNING

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