Services and Products We Provide

Individual Services

 

Life Insurance Planning

Will and Estate Planning

Full Financial Planning

Retirement Planning

College Savings

Long Term Care Insurance

 

Business Services

Estate Planning

Business Continuation Plans

Corporate Qualified Retirement Plans

                     -401K Plans, Simple Plans, Profit Sharing Plans, and alike

Key Executive Benefit Plans

Employee Benefits

                     -Group Medical/Dental/Life and Disability

 

Products Offered

Life Insurance

Disability Insurance

Equity Investments

Fixed Income Investments

Alternative Investments

Annuities(Both Fixed and Variable)

Mutual Funds

Individual Stocks and Bonds

Group Insurance Medical/Dental/Life and Disability

Long Term Care Insurance