Broker Check

Our Services

We provide assistance in the following areas:

Investments

  • Stocks, Bonds, and Mutual Funds
  • Brokerage Accounts
  • Managed Money Accounts
  • Variable Annuities
  • Fixed Annuities
  • Fixed-Indexed Annuities
  • Corporate Bond Ladders
  • Municipal Bond Ladders
  • REITs
  • MLPs
  • Traditional IRAs
  • Rollover IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Employer Sponsored Plans (401(k), 403(b), 457, TRS, etc.)
  • 529 Accounts
  • UTMA/UGMA

Financial Planning

- Full Financial Planning

  • Organizing Finances and Establishing Objectives
  • Expense Review
  • Budget Planning
  • Cash-Flow Planning
  • Portfolio/Investment Review
  • Insurance Coverage Review and Needs Analysis
  • Review of Employee Benefits
  • Social Security Review
  • Medicare Review

- Retirement Plans

  • Distribution Analysis
  • Required Minimum Distribution (RMD) strategies

- College Funding Plans

- Estate Planning

Insurance

  • Life Insurance
  • Long-Term-Care Insurance
  • Key-Man Insurance
  • Buy/Sell Agreements
  • Disability Income Insurance
  • Individual Health Insurance
  • Group Health Insurance Management

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