Broker Check

Products & Services

We offer the following comprehensive products and services:


  • Personal financial planning – individuals and families
  • Estate planning strategies / wealth preservation planning
  • Business continuation planning
  • Retirement plans including 401(k), profit sharing, money purchase, traditional IRA’s, SIMPLE IRA’s, SEP IRA’s, Roth IRA’s, and TSA (403{b}) plans
  • Retirement plan rollovers and distribution planning
  • Investment / asset allocation planning
  • Fee-based financial planning
  • Executive benefit planning
  • Key-person planning
  • College savings plans
  • Pre- and post-divorce financial planning
  • Fringe benefit planning



Savings & Investment

  • Fixed and Variable Annuities 
  • Mutual Funds
  • Stocks, Bonds and ETF’s
  • Fee-Based Investment Accounts


Insurance & Risk Management

Life Insurance

  • Variable
  • Universal
  • Whole life
  • Individual
  • Second-to-die
  • Term

Disability Insurance

  • Individual
  • Business Buy-out
  • Business overhead

Health Insurance

  • Individual

Long-Term Care Insurance

  • Nursing home
  • Assisted living
  • Home health care
  • Adult day care

Group Insurance

  • Health
  • Vision
  • Disability – short and long-term
  • Dental
  • Life


“It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have got it, it requires ten times as much wit to keep it.”

~ Ralph Waldo Emerson