Services We Offer

Your needs and individual goals are unique and so are your investment choices. We are an independent financial group. We take an objective approach and are not tied to any certain products or investments.

All of our securities are offered through Parkland Securities, LLC, an independent, privately-owned, full-service broker/dealer (member of FINRA and SIPC).

We offer, but are not limited to, the following products and services:

  • 8,000 mutual funds
  • 100 variable and fixed annuities
  • 200 life insurance products
  • Dozens of retirement plans
  • Common stocks
  • Stock options
  • Corporate bonds
  • Government securities
  • Certificates of deposit (CD's)
  • Disability insurance
  • Long-term care insurance
  • Alternative Investments

Financial Planning Services

  • Retirement planning
  • Estate planning
  • College funding
  • Survivor needs
  • Tax strategies
  • Accumulation planning
  • Portfolio analysis

Brokerage Products and Services

  • Traditional brokerage accounts
  • Special services for retired investors
  • Online account access
  • Money management
  • Simple IRA
  • Education IRA
  • IRA & Roth IRA
  • REITS/1031 Exchange Programs

Fee-based services offered through Sigma Planning Corporation, a registered investment advisor.

  • Asset management accounts with unlimited checkwriting, debit cards and ATM access
  • A variety of fee-based brokerage accounts
  • Strategic asset allocation services