Broker Check

Products & Services

We provide assistance in the following area

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long-Term-Care Insurance
  • Individual and Group Health Plans
  • Supplemental (Gap plans)
  • Medicare Supplements
  • Medicare Advantage
  • Part D (drug plans)
  • Dental/Vision

Financial Planning/Investments

  • Retirement Plans (IRA, Roth's)
  • Brokerage Accounts (Stocks, Bonds, ETF's)
  • Mutual Funds
  • Annuities
  • Estate Planning
  • College Plans (529, Custodial)
  • 401(k), 403(b), Profit Sharing Plans
  • Tax-reduction strategies
  • FDIC-insured CD's
  • Real Estate limited partnerships (REIT's)
  • Gold,Silver