Our Services
There are many financial products available in the market, so choosing the ones that best meet your needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of your needs and goals. After your initial consultation, you will be better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Our products and services include:
INVESTMENTS:
- Mutual funds
- ETF’s
- Munis
- Stocks
- Bonds
- REITS
- CD’s and more
INSURANCE PLANS:
- Life
- Health
- Medicare supplements
- Annuities
- Long-term care
BUSINESS RETIREMENT PLANS:
- 401(k)
- 401(b)
- SIMPLE
- SEP
- IRA plans
TAXES:
- Consultation and preparation for individuals, businesses and estates