Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing products and services offered through the multiple companies we represent. We offer the following services to help you pursue your financial goals:

  • IRA
  • Roth IRA
  • 401(k) Rollover
  • STRS/OPERS/SERS PLOP Options
  • 529/Coverdell Plans 
  • Equity Indexed Annuities
  • Asset Managed Accounts
  • Disability Income
  • Long Term Care
  • UTMA/UGMA
  • Life Insurance
  • Fixed Annuities
  • Variable Annuities
  • Mutual Funds

 

 

 

 

 

 

 

 

Please call us if you have any questions about the range of financial products and services we provide. Our firm through the broker dealer has a relationship with a variety of financial services and companies so if we don't have a product or service, we know a group that does.