Our Services

Some of our Products and Services


 


  • Fee-Based Financial Planning*:  Cash Flow, Income Tax, Education, Risk Management, Asset Allocation, Retirement, Estate Distribution, Business
     


 


  • College funding plans- section 529, Coverdell, UGMA
     
  • Life and Disability insurance brokerage
     
  • Asset management- including mutual funds, brokerage, annuities, and separate accounts
     
  • Business planning- key man, buy-sell, selective executive
     
  • Estate planning and preservation
     
  • Probate asset gathering and management
     
  • Charitable tax planning
     
  • Asset protection through insurance and annuity products
     
  • Socially and environmentally responsible investments
     


 

 


 

With over 62 years of combined experience, extensive knowledge of insurance and investments, and the support of several highly rated investment firms,  we can determine the most appropriate combination of products and services for each client.      How can we help you?


 

 


 

 


 

*Through our affiliation with Ameritas Investment Corp.