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:

  • AnnuitiesIncome 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.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck