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.
Investments
- Mutual Funds
- Certificates of Deposit
- Stocks, and Bonds
- Variable and Fixed Annuities
- Real Estate Investment Trusts (REIT)
Insurance
- 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