Products & Services

There are thousands of investment vehicles and all kinds of insurance policies. So many that they are all hard to keep track of, let lone understand them. Let us look at your situation and find the appropriate fit. We do the research and use only the best companies available.If there is something specific you are looking for, just ask.

Just some of Products and Services are listed below:

Investments

  • Stocks
  • Bonds
  • CDís
  • Money Markets
  • Mutual Funds
  • Exchange Traded Funds (ETF )
  • Unit Investment Trusts (UITs)
  • Options
  • T-Bills
  • Hedge Funds
  • Fund of Funds
  • Managed Futures
  • Government Securities
  • Annuities (Fixed, Variable, Indexed, and Immediate)
  • Municipal Bonds
  • 529 Plans (any state)
  • Retirement Plans (401kís, SEPís, ROTHís, IRAís, 403bís, Profit Sharing, Defined Benefit, SIMPLE IRAís)
  • Separately Managed Accounts

Insurance

  • Insurance Planning
  • Term Life Insurance
  • Variable Life Insurance
  • Indexed Life Insurance
  • Whole Life Insurance
  • Long Term Care Insurance
  • Buy / Sell Agreements
  • Disability Insurance