How We Meet Your Needs

We make available a wide range of quality insurance and investment products. Our financial advisors and registered representatives work with you to create financial solutions tailored to your individual needs. We spend the necessary time to thoroughly understand each client's financial situation. Then we focus on helping clients define their current situations and develop specific, pursuable goals.

We are committed to helping you develop long-range strategies that can lead to financial success in the following areas:

Products and Services offered through our firm

◯ Deferred Annuities
◯ Disability Insurance
◯ Fixed Annuities
◯ Fixed Life Insurance
◯ Group Medical Insurance
◯ Immediate Annuities

◯ Index Life Insurance
◯ Key Employee Insurance
◯ Long Term Care Insurance
◯ Survivor Life Insurance
◯ Term Life Insurance

 

Products and Services 

◯ Asset Allocation
◯ Bonds
◯ Brokerage Accounts
◯ Business Succession Strategies
◯ Charitable Donations Strategies
◯ College Funding
◯ Deferred Compensation
◯ Employee Benefits
◯ Estate Planning

◯ Executive Bonus Arrangements
◯ Investments
◯ Mutual Funds
◯ Retirement Programs
◯ Split Dollar Arrangements
◯ Stocks
◯ Variable Annuities
◯ Variable Life Insurance

 

Investment Advisory Services 

◯ Asset Management Programs
◯ Educational Seminars

◯ Financial Planning
◯ Investment Advisory Services