Our Services

Investments:

• IRA Rollovers:  Traditional, ROTH, Simple, SEP
• IRA setup: Traditional, ROTH, Simple, SEP
• Rollovers (Retirement Plan):  401k, 403b, 457b
• Brokerage Accounts:  Setup and Transfers
• Mutual Funds
• Variable Annuities
• Fixed Income Securities
• College Savings Plans (529’s)
• Alternative Investments (REIT's, Preferred Stock)
• Variable Life Insurance
• Government Securities
• Unit Investment Trust

Insurance:

• Medicare Advantage Plans (PPO, HMO & PFFS)
• Medicare Supplements (Medigap Coverage)
• Fixed Annuities
• Immediate Annuities (Income)
• Life Insurance (Whole Life, Universal, Term, & Final Expense)
• Long Term Care Planning

Other Services:

• Financial Services & Consulting
• Estate & Inheritance Planning
• Medicare Planning
• Educational Presentations
• Full Services Brokerage Accounts
• Brokerage Debit Card & Check Writing Accounts
• Tax Reduction Strategies
• College Planning