Services

Retirement Accounts

• Traditional IRA
• Rollover IRA
• ROTH IRA
• SIMPLE IRA (employer sponsored)
• SEP IRA (Simplified Employee Pension, for the self employed)
• Mutual Funds (BOTH active, and passive)
• Third Party Asset Managers (TPAM's)
• Individual Securities

Annuities

• Variable Annuities
• Fixed Annuities
• Index Annuities

Life Insurance

• Permanent Life
• Term Life
• Executive Benefit Plans (i.e. Golden Handcuff")
• Key Person
• Deferred Compensation
• Buy/Sell arrangements
• Estate Conservation 
  

Education

• 529 Plans 
• UTMA Accounts
• Coverdell Education Savings Accounts

Retirement Income Planning

Financial Planning

Medicare Supplements

Tax Planning and Tax Preparation

Worksite Education (Group & Individual)

Medicare & Social Security Educational Events