Investment services:

 

We represent a wide range of companies with whom we place business.  This approach affords our clients a variety of financially sound investment products and services:

• Stocks, Bonds, Mutual Funds
• Tax-Free Investments
• Retirement plans
• FDIC-Insured Certificates of Deposit
• IRAs and Pension Rollovers
• Annuities
• Money-Market Accounts
• Section 403 (B) and 457 Plans

Estate Planning

 

Insurance Products:

 

We know that each person is unique; so are their insurance needs. You have the assurance that we will search the marketplace to find the appropriate coverage at the most suitable premium for your circumstances:

 

Individual Insurance

• Life
• Health
• Disability Income
• Medicare Supplement
• Cancer, Intensive Care & Critical Illness Coverage
• Health Savings Account

Group Insurance

• Life
• Health
• Disability Income
• Accident Coverage
• Long-Term Care
• Cancer, Intensive Care & Critical Illness Coverage
• Section 125 (Cafeteria) Plans
• Health Savings Account