Broker Check

Our Products

Investments

  • Annuities – fixed, index and variable
  • Tax Free Retirement Accounts
  • Full Service Brokerage Accounts
  • Actively Managed Portfolios – Strategic and Tactical Portfolios
  • Income Producing Investments
  • Non Correlating Asset Classes 
  • Mutual Funds
  • Protecting Your Principal
  • Pension and 401 K Plans
  • IRA’s – Traditional, Roth and IRA Rollovers
  • Education Funding – 529 Plans

For Businesses

  • Group Medical, Life, Disability and Dental Plans
  • Pension Plans and Design
  • Pre-tax Cafeteria Plans
  • Deferred Compensation Arrangements for Key Employees

Insurance

  • Life, Disability and Medical
  • Long Term Care – Nursing Home Insurance
  • Medicare Insurance Supplements