Broker Check

Products & Services

Our Products and services are centered on the financial needs of your business and your employees. We provide financial consultation and solutions for your corporate needs and then extend those services to your employees.

Our intention is to provide a seamless financial support network, one that helps your company and your employees and strengthens those bonds.

Our efforts include:

Retirement Plans

  • 401(k)
  • 403(b)
  • 457

Health Plans

  • Group Health 
  • Dental
  • Vision
  • Disability

Risk Management (Corporate)

  • Group Life
  • Key Person
  • Business Continuation

Corporate 529 Plans (College Savings)

  • Multi State platforms

Employee Corporate Services

  • Employee Stock Option 
  • Corporate Sponsored Financial Planning
  • Employee Education (seminars)

Employee Individual Services

  • Individual Financial Planning
  • Retirement
  • Education
  • Estate Transfer

Personal Finance

  • Retail Trading Accounts - Stocks, Bonds and Mutual Funds
  • Qualified Accounts -IRA, Roth IRA, Individual 401(k)
  • Saving Accounts
  • Mortgage
  • CD
  • Individual 529 College Savings

Risk Management

  • Life Insurance
  • Annuities
  • Long Term Care
  • Personal Disability

 If you have any questions please e-mail or call us.