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 independent approach and are not tied to any certain products or investments.
All of our securities are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
We offer, but are not limited to, the following products and services:
- Mutual funds
- variable and fixed annuities
- Life insurance products
- Retirement plans
- Common stocks
- 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 LPL Financial, a registered investment advisor.
- Asset management accounts with checkwriting, debit cards and ATM access
- A variety of brokerage accounts
- Strategic asset allocation services