OUR PRODUCTS AND SERVICES

 

We Provide The Following Products and Services:

  • Stocks
  • Bonds
  • CDs
  • Mutual Funds
  • Exchange Traded Funds
  • Indexed Annuities
  • Retirement Planning
  • Managed Portfolios
  • REITs
  • Unit Investment Trusts
  • Variable Annuities
  • Fixed Annuities
  • Structured Products
  • Financial Planning
  • Estate Planning
  • Income Planning
  • 401K plans
  • Life Insurance

Clients and Investors rely on us for the following reasons:

  • Not enough time
  • Not enough knowledge
  • Rear-view mirror data

Most investors don’t have a coherent plan for their total portfolio

  • No Coordination between Taxable and Tax-Deferred Investments
  • Multiple Advisors = Uncoordinated Advice

We Will Proceed to Create a Portfolio for you Based on Your:

  • Investment Horizon or Time-frame
  • Risk Tolerance
  • Current Income Needs