Products & Services

We provide assistance in the following areas:

Personal Financial Services:

• Financial Planning
  
• Investment Portfolio Analysis and Asset Allocation
  
• Insurance Needs Analysis
  
• Education Funding
  
• Retirement Planning
  
• Estate Analysis and Conservation
  

Investments

• Stocks
• Bonds
• Mutual Funds
• Annuities
• Individual Retirement Arrangements (IRAs)
• College Savings Plans
• Brokerage Services

Insurance

• Disability Income Insurance
• Life Insurance
• Long-Term-Care Insurance
• Property and Casualty Insurance (Auto, Home, Commercial)

Corporate Financial Services

• Pension, Profit Sharing and Retirement Plans
  
• Group Health, Life, Long Term Care and Disability Income Insurance
  
• Deferred Compensation
  
• Key Man Insurance
  
• Buy-Sell Funding