Products and Services
Looking for ways to invest your money, or plan for retirement? We utilize the ability to compare multiple vendors to offer you the best investment options for a balanced portfolio. We offer:
- Annuities- Income for Life, Immediate, and Deferred.
- Alternative Investments- Real Estate investments.
- Brokerage Accounts- Allows the investor to deposit funds, buy and sell stocks, mutual funds, bonds, and set-up income withdrawals.
- College savings Plan (529)- Provides the parents/guardians a way to save for child's future.
- Estate Planning and Wealth Transfer- Help with making sure your final wishes will be done per your instruction.
- Insurance- Whole life, Term Life, Universal Life, and Long-Term Care.
- IRA- Traditional, ROTH, 401K, and Employer.
- Medicare- Medicare Supplement Plans, Prescription Drug Plans, and Dental, Vision and Hearing Plans.
- Mutual Funds- Available in share class "A" and "C" to investors upon review and recommendation of a Financial Advisor.
- Stocks, Bonds, and Options- Available to investors upon review and recommendation of a Financial Advisor.
- Structured CD's- Offers fixed terms and is usually much more competitive than traditional CD's.