Personal Planning:

  • Fee-Based Financial Planning
  • Fee-Based Investment Advice
  • Annuities
  • College Funding
  • Disability Insurance
  • IRA Funding
  • Life Insurance
  • Long-Term-Care Insurance
  • Investment Portfolio Management

For Your Business:

  • Group Medical Insurance
  • Group Dental Insurance
  • Group Life Insurance
  • Group Short & Long Term Disability Insurance
  • Group Vision Insurance
  • Worksite Benefit Insurance
  • Buy/Sell Funding
  • Deferred Compensation
  • Executive Bonus
  • Key Person Protection
  • Simple IRA Plans
  • 401(k) Plans