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Products and Services

Our advisors offer independent financial management and advice in the following key areas:

Investment planning, mutual funds*, risk management, college funding* (including 529 plans), retirement planning (including Roth, Traditional, Rollover, Simple, and SEP IRAs), life insurance, long term care insurance, and estate conservation. 

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a personalized financial program utilizing the following products and services:

  • Rollover IRAs
  • Roth IRAs
  • Fee-based advisory accounts
  • Mutual funds
  • College savings (Coverdell ESA and 529 plans)
  • Variable annuities
  • Life, disability, and long term care insurance

*Securities offered through Securities America, Inc member FINRA & SIPC.