Our Services

We offer the following services to individuals or cumulative family accounts totaling $500,000 or greater.

Intergenerational Financial Planning -  retirement, and estate planning.

Education Planning - including 529 college savings plans.

Investments - Mutual funds, fixed and variable annuities, stocks, bonds, CD's, and tax advantaged investments.

Asset Based Money Management - We can place your funds with nationally recognized money managers.

Life Insurance - We offer competitive term, variable universal life, Keyman, Second To Die, Buy/Sell and Disability.

Long Term Care Insurance - Long term nursing home care, home care or combination plans are available.

401-K plans - We can help your business set up or change 401-K plans.

Retirement - Rollovers, IRA's, Roth IRA's, SEP's, Simple IRA's and Individual 401-K plans

Charitable Planning - We offer several types of Charitable Gift Trusts depending on your needs.