We provide assistance in the following areas:
Investments
- Investment Advisory & Management Services
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Mutual Funds
- Bonds
| - Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
- ETF's
- Non-Purpose Lending
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Retirement & Financial Planning
- Retirement Plans (401(k), 403(b), profit sharing)
- Executive Benefit Plans
- Defined Benefit / Pension Plans
- Succession Planning
| - Financial Planning
- Legacy Planning
- Income Planning
- Charitable Giving Planning
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Insurance
- Life Insurance
- Disability Income Insurance
- Income Annuities
| - Long-Term-Care Insurance
- Medicare Supplement Insurance
- Group Health Insurance
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