Broker Check

What We Do

Access to Investment Options

  • Bonds and Fixed Income
  • Preferred and Common Stock
  • Mutual Funds
  • Hedge and Option Strategies
  • Exchange Traded Funds
  • CD's
  • 529 Plans
  • Brokerage Accounts
  • Investment Advisory Services
  • Access to Real Estate Investment Trusts, Direct Product Placements, Business Development Companies
  • IRA's (Traditional, Roth, SEP, Simple, Educational)
  • Treasury Bills
  • Federal Agency Securities
  • Treasury Notes
  • Unit Investment Trusts
  • Annuities (Variable, Indexed, Fixed and Immediate)

Financial Planning

  • Asset Allocation
  • Fee-Only/Fee-Based Advisory Services
  • Retirement Plans
  • Tax Planning
  • 401k Planning
  • 401k Rollovers
  • 403b Planning
  • College Planning
  • Estate Planning
  • Business Continuation/Succession Planning
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance