SERVICES
FINANCIAL PLANNING
​
Individuals and businesses are beginning to realize their need for guidance in planning their financial future. We want to help design a comprehensive financial analysis that will provide helpful information needed to make informed decisions.
We use time-tested methods of accumulating and preserving assets through investment balance, risk management, budgeting, and systematic savings. These methods can help you make the most of what you have.
​
INSURANCE PLANNING
​
Risk management is an important element in the overall planning process. We provide a variety of products to help serve you in this area.
​
· Term Life Insurance
· Fixed Annuities
· Long Term Care Insurance
​
INVESTMENT MANAGEMENT
​
With our industry relationships, we can offer an extensive array of investment alternatives.
​
· Mutual Funds
· Variable Annuities
· Real Estate Investment Trusts (REIT)
· 529 Plans
​
RETIREMENT PLANNING
​
Through various custodians, we offer retirement plans, tax-sheltered investments, and other tax advantaged plans such as:
​
· Individual Retirement Accounts (IRAs)
· Roth IRAs
· Simple IRAs (for business owners)
· Simplified Employee Pensions (SEPs)
· Profit Sharing and 401K Plans
​
EDUCATION PLANNING
To assist you in planning your children’s/grandchildren’s future, we offer the following accounts:
​
· Custodial Accounts (UTMA/UGMA)
· Education Savings Accounts (Education IRA)
· 529 Plans
​
​
USEFUL LINKS
Become an active participant in the planning and managing of your finances. Below are some tools and resources you may find helpful.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.