Our Services

Financial Advice

Personal and business financial advice including, but not limited to the following areas:

  • Asset analysis
  • Taxes
  • Investments
  • Cash flow
  • Education and retirement planning
  • Insurance
  • Estate evaluation  

This is usually a written financial analysis that includes periodic reviewing and updating. Advice is provided on a fee basis.

Investments

A full range of brokerage services including:

  • Stock and bond mutual funds
  • Variable annuties
  • Individual stocks and bonds
  • Certificates of deposit
  • U.S. Treasury bills and notes
  • Tax-free municipal bond funds

Investments are offered on a fee basis, commission basis, or a combination of both.

Insurance

A full range of insurance services including:

  • Annuities
  • Individual life and disability

Insurance is provided on a commission basis.
Independent broker through various insurance companies

Business Planning

  • Qualified plan analysis and implementation
  • 401(k) group investment presentations
  • Group life, health, disability

Business planning is provided on a commission basis, a fee basis or a combination of both.