Our Products

Our clients include employees, business owners, executives, retirees, corporations, and others who value our depth and variety of nonproprietary products.  Our independent status allows us to offer you a wide range of competitive products for your particular needs.


  • Mutual Funds
  • Certificates of Deposit
  • Stocks, and Bonds
  • Variable and Fixed Annuities
  • Real Estate Investment Trusts (REIT)


  • Disability Insurance
  • Fixed, Variable, and Term Life Insurance
  • Health Insurance
  • Long-Term Health Care Insurance
  • Buy-Sell Policies including Overhead Expense Protection
  • Employee Benefits

Retirement Plans

  • 401(k), 403(b), 457, and Profit Sharing Plans
  • Individual Retirement Accounts (IRAs) and Roths
  • Simplified Employee Pension Plans (SEPs), and SIMPLE Retirement Plans
  • Non-Qualified Deferred Compensation Plans

Planning Services

  • Personal Financial Planning including Tax and Investment Management, Education and Estate Planning, and Asset Preservation
  • Employee Worksite Financial Education Seminars
  • Business Planning including Cash Flow, Debt Restructuring, Valuation and Risk Management