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Products & Services

We provide assistance in and access to the following areas:


    • Annuities-fixed, immediate, variable
    • Bonds
    • Brokerage accounts
    • Common stock
    • Government securities
    • IRAs-Roth, SEP, Simple, Traditional
    • Mutual funds
    • Solo 401(k) accounts
    • Treasury bills and notes

      Financial Planning

      • 401(k), IRA rollovers
      • 529 college savings plans
      • Retirement income planning

      Financial planning offered through LPL Financial, a Registered Investment Advisor.


        • Disability income insurance
        • Life insurance
        • Long-term care insurance

        Tax Planning

        We work with a number of local tax preparers and CPAs who may be of assistance to you. Please let us know if you need this service.