There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Fee Based Planning
  • Wealth Management (Investment & Retirement Planning) 
  • IRA & Roth IRA Retirement Accounts
  • 529 qualified tuition plans
  • Life insurance
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • Work Site Group Benefits ( 401(k)/IRA; Group Health; Group Dental; Long & Short-term disability; Long Term Care)