Financial Services

As our name implies, we help our clients explore different Financial Strategies that are associated with retirement, health, estate conservation and nursing home needs. While developing a customized approach, we will walk you through our process that make you confident in your decisions.

We provide assistance in the follow areas:

Investments

• Mutual Funds
  
• Traditional IRA
  
• ROTH IRA
  
• SIMPLE IRA
  
• Brokerage Accounts
  
• Investment Advisory Accounts
  
• Education Saving Plans
  
• Custodial Accounts of Minors
  
• Common Stock
  
• Bonds
  
• Government Securities
  
• Variable Annuities
  
• Fixed Annuities
  
• Immediate Annuities
  
• Index Annuities

Financial Services

• Retirement Planning
  
• Retirement Income Strategies
  
• 401(k) Planning
  
• 403(b) Planning
  
• College Planning
  
• Estate Conservation
  
• Profit Sharing Plans
  
• Account Consolidation
  
• Lifetime Income Planning
• Simplified Employee Pension 
• SIMPLE IRA Plans