Personal Investments and Retirement Planning

• Comprehensive Financial, Retirement, and Estate Planning Strategies
• Brokerage Services
• Fee Based and Advisory Services
• Mutual Funds
• Municipal Bonds and Government Securities
• Asset Allocation Programs
• CDs and Money Market Funds
• College Funding and 529 Plans
• IRAs, including Traditional, Roth and Educational
• Life Insurance for Protection or Estate Needs
• Money Management Services
• SEP/IRA and SIMPLE IRA Plans
• Tax-advantaged Investments
• Variable and Fixed Annuities
• Seminars Conducted in a Variety of Areas

Business Planning

• Comprehensive Business Planning
• Deferred Compensation Plans
• Disability Insurance
• Employee Benefit Programs
• Group Insurance Programs
• Key Man Insurance
• Life Insurance Plans
• Pension Plans/401(k) Plans and SIMPLE lRAs

Specialty Planning

• Individual Disability Insurance
• Long-Term Care Insurance