Our Services
Investments:
IRA Rollovers: Traditional, ROTH, Simple, SEP
IRA setup: Traditional, ROTH, Simple, SEP
Rollovers (Retirement Plan): 401k, 403b, 457b
Brokerage Accounts: Setup and Transfers
Mutual Funds
Variable Annuities
Fixed Income Securities
College Savings Plans (529's)
Alternative Investments (REIT's, Preferred Stock)
Variable Life Insurance
Government Securities
Unit Investment Trust
Insurance:
Medicare Advantage Plans (PPO, HMO & PFFS)
Medicare Supplements (Medigap Coverage)
Fixed Annuities
Immediate Annuities (Income)
Life Insurance (Whole Life, Universal, Term, & Final Expense)
Long Term Care Planning
Other Services:
Financial Services & Consulting
Estate & Inheritance Planning
Medicare Planning
Educational Presentations
Full Services Brokerage Accounts
Brokerage Debit Card & Check Writing Accounts
Tax Reduction Strategies
College Planning
If you have any questions please e-mail or call us.