Services Offered

 

 

       "Start saving a little money today
  for the older person you will be one day!
        They'll be forever grateful."

 

INDIVIDUALS

  • College Savings Plans including Education Savings Account, Uniform Trust/Gift to Minors and 529 College Savings Plan
  • Disability Income Insurance
  • Individual Retirement Programs (IRA, Roth IRA, 403b)
  • Life Insurance
  • Long Term Care
  • Mutual Funds - creating a diversified portfolio of funds investing in stocks, bonds and specialty investments

 

"Whether you are starting or leaving a job, your company pension plan provides a wonderful opportunity to secure your financial future."

 

 

COMPANIES and SELF-EMPLOYED

  • Company Retirement Plans (Simple IRA, 401K, 403B, Single 401K, Payroll Deduction IRA, Profit Sharing, Defined Benefit) including design, implementation, employee consultation and enrollment and ongoing service.