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Products and Services


Portfolio Management and Design

Third Party Money Managers

Fee Based Management


Mutual Funds

Unit Investment

Alternative Investments


SEP/ Simple IRA's 

Individual and Group 401(k) Plans 

529 Plans 

Financial Planning

Cash Flow and Budgeting

Retirement Planning

Tax Planning

College Planning

Estate and Trust Planning 

Gift and Legacy Planning

Charitable Planning


Life Insurance

Long-Term-Care Insurance

Variable, Indexed, and Fixed Annuity 

Disability Insurance 

Business Buy/Sell 

Key Man Insurance 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. 870-0725