Our Services


For information on any of the services below please Call us or click on any "Contact Us" button on the site.

Retirement Planning

It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement ... NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

Financial Planning / Investment Review

We will perform a a custom portfolio analysis and review the risks and returns of specific investments, including stocks , bonds, mutual funds, annuities, life insurance and REIT's. We will work with you to develop an asset allocation for you by taking your unique financial goals, objectives, risk level and resources into account.

Investment Programs

  • Annuities- Fixed,Variable, Equity Index and Single Premium
  • Mutual Funds
  • Money Managers
  • Portfolio Management
  • Asset Allocation
  • REIT's
  • Tax Free Bonds
  • 529 College Funding

Insurance Programs

  • Life Insurance- Term, Universal, Whole, Equity Index
  • Long Term Care Insurance
  • Disability Insurance
  • Group Health Insurance

Rollover Programs

  • IRA's
  • 401(k)'s
  • 403(b)'s
  • Pension Plans
  • Existing Annuities

Employer Benefit Programs

  • On-site employee financial planning services
  • 404(c) Regulation PEO services
  • Executive Benefits
  • Group Health, Life, disability and Long Term care Insurance
  • 401(k)/403(b)/457 Retirement Plans
  • Pension Plan design

Advanced Planning

  • Risk Reduction Strategies
  • Tax Deductible Charitable Giving
  • Income Strategies
  • Income Pre / Post-Divorce Planning                                                             

Estate Planning

Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We  will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Attorney Referral Services

  • Wills/Trusts/Estate Planning-
  • Guardianship Appointment
  • Business succession planning
  • Medicaid Planning

Accountant Referral Services

  • Income Tax Preparation
  • Forensic Accounting
  • Valuation Accounting- Business or Estate

Equity indexed annuities may be registered as securities.  If so they must be sold by prospectus.  Please review all relevant material for any product prior to investing.


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