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Products & Services

We provide assistance in the following areas:

Investments *

  • Bonds
  • Common Stock
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning *

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • 529 College Plans
  • Estate Planning Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
Financial Inventory Book

Financial Inventory Book

Help keep your financial life organized and complete for you and your loved ones.  This book can help you answer a simple but difficult question.  “If something were to happen to me today, would my loved ones know where to look to find all that I have?”  The Personal Financial Inventory is a great tool to help you and your loved ones be prepared for the future.

Contact us for your copy.

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