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


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

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.