Broker Check

PRODUCTS & SERVICES


Our firm has access to a full range of investment, insurance, retirement, and enterprise products and services, which we combine into coordinated asset strategies tailored specifically to your objectives. Below is a sampling of some of the products we provide in serving clients.

Financial Planning & Strategies

  • Individual and Family Planning
  • Retirement Planning
  • Estate Planning
  • Exit & Succession Planning
  • Tax Strategies
  • Charitable Planning
  • Business Planning
  • College Planning

Individual Life Insurance

  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Term Insurance
  • Pension/Trust
  • Estate Guard

Individual Investment Products

  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Individual Disability Products

  • Professionals, Families, & Business Owners
  • Provider Essentials
  • Provider Premiere
  • Provider Select
  • Retirement Protection
  • Student Loan Coverage

Retirement Planning Products

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Fixed Annuities
  • Variable Annuities
  • Indexed Annuities
  • Qualified Longevity Annuity Contracts (QLACs)

Enterprise Retirement Products

  • Money Purchasing Plans
  • 401(k) Planning
  • 403(b) Planning
  • Profit Sharing Plans
  • Cash Balance Plans
  • Defined Benefit Plans
  • Employee Stock Option Plans (ESOPs)

Group Health Plans

  • Health Insurance
  • Group Dental
  • Group Vision
  • Group Life
  • Group Disability (LTD)
  • Group Critical Illness
  • Flexplan Individual Life
  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Term Insurance

Worksite Insurance

  • Cancer treatments
  • Stop Loss
  • Accident
  • Hospital Indemnity
  • Supplemental
  • Multi-Life Disability
  • Multi-Life Life

Business Owner Disability Products

  • Disability Buyout Insurance (Buy/Sell)
  • Overhead Expense
  • Business Loan Payments