Our 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:

• Financial Planning and Wealth Management
• Managed Accounts
• Individual Retirement Accounts
• Stock and bond investments
• College Planning
• Annuities
• Mutual funds
• Simplified Employee Pension Plans
• Qualified Retirement Plans - 401k, 403b, 457 Deferred Compensation
• Life insurance
• Long-term care, disability and critical illness