Services

Our financial management process begins with an in-depth evaluation of your current  situation. Once we've established your overall objectives, we’ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make.

Some of the services we offer:

Annuities

We offer high quality, innovative annuity products. Choose from deferred and immediate annuities at variable and fixed rates of return.

Business/Individual Insurance Implementation or Review

High quality, competitively priced insurance products, including permanent, term, combination and variable policies.  We can also review your current insurance needs, beneficiary designations, and policy performance.

Individual and Corporate Retirement Plans

Help you to optimize plan design during the accumulation phase and income distribution in the retirement years.  This includes, but is not limited to 401ks, IRAs, SEPs, SIMPLEs and other pension plans.

Investment Products & Professional Portfolio Management

Our investment products and services will help you achieve your financial goals at every stage of your life.  With thousands of investment choices and an increasingly complex global market, there has never been a better time to give yourself the advantage of professional management.  We help you design an investment strategy tailored to your goals, risk tolerence and time horizon.

Long-Term Care Insurance

Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.