Our Firm

We are an independent financial services firm offering many companies for the following products:

Investments

Including: Mutual Funds, Variable Annuities, Equity Indexed Annuities, Fixed Rate Annuities.

Retirement Plans

Including: IRA's(Roth and Traditional), SIMPLE Plans, SEP Plans, 401K's/Profit Sharing and TSA's.

College Education Planning Including: 529 Plans

Life Insurance

Including: Term, Whole Life, Universal Life, Variable Life, Survivorship Life, Buy-Sell Protection and Key Person

Disability Income Including: Individual, Group, Business overhead and Key Person protection.

Health Insurance

Including: Individual, Group, Temporary

Medicare Supplement Insurance

Long Term Care Insurance
Including: Home Care, Assisted Living, Nursing Care

Supplemental Insurance Products