Products and Services

 RETIREMENT PLANS

  • Pension Planning                   
  • Regular IRA’s
  • Profit Sharing Plans
  • Roth IRA’s
  • 401K Plans
  • Simple Plans
  • 403B Plans
  • SEP’s
  • 529 Education Savings Plans
  • (Coverdell) Education Savings Plans

INSURANCE

Life Insurance

  • Ordinary, Variable Ordinary, Variable Universal, Universal, Survivorship, and Term

Annuities

  • Fixed and Variable

Long-Term Care Insurance

  • Individual and Group Coverage

Disability Income Insurance

  • Income Protection, Business Overhead, Buy-out Coverage

MUTUAL FUNDS

Access to over 100 Fund Families

EMPLOYEE BENEFITS

Group Life, Health, Dental and Disability Income Insurance

BUSINESS PLANS

  • Key Employee Insurance
  • Deferred Compensation
  • Split Dollar Plans
  • Buy-Sell Funding Arrangements 

SERVICES

  • Education Funding Strategies
  • Retirement Funding Vehicles 
  • Portfolio Analysis
  • Estate Planning