Broker Check

Products & Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from an extensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Advisory services*
  • 401 (k) retirement plans, rollovers and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities (fixed indexed, multi rate and traditional annuities)
  • Mutual funds*
  • Group retirement and savings plans
  • Medicare supplement plans
  • Accident coverage
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Life Insurance / Long term care combination policies
  • Long term care insurance
  • Final expense (easy issue and guarantee issue) coverage and family plans
  • Disability income and critical illness policies