Financial Products

Protecting you and your family, building a nest egg, and securing income for the future are the main cornerstones of financially healthy investors.  Our wealth management specialists help investors achieve these goals through a customized and personal approach to investment planning with the following services:


  • Mutual Funds
  • Stocks
  • Bonds
  • Exchange Traded Funds (ETFs)
  • Real Estate Investment Trusts (REITs)
  • Fee-Based Asset Management Services

Retirement Planning

  • IRA's (Traditional, Roth, Nondeductible, Simple, SEP)
  • 401(k) Plans
  • Pension/Profit-Sharing Plans

Education Planning

  • 529 Plans
  • UGMA/UTMA Accounts
  • Coverdell Education IRAs


  • Fixed and Variable Annuities
  • Long-Term Care Insurance
  • Term, Universal & Whole Life Insurance
  • Health Insurance
  • Disablity Insurance
  • Medicare Advantage, Medicare Supplement & RX Drug plans
  • Annuity, Life Insurance & Long-Term Care Insurance Audit Reviews on existing policies