Our Services
We provide comprehensive financial planning to individuals and small business owners and present solutions for creating and protecting wealth. As an independent broker of insurance and investment products we don't represent just one company, we search the market for products that fit your personal situation. We then analyze your current financial position, identify your needs, help you to prioritize those needs and develop a plan that addresses your individual needs for health & life insurance,investments,college funding and retirement planning.
WE OFFER OUR CLIENTS:
Investment, Retirement, and Estate Planning
Stocks, Bonds, Mutual Funds, & FDIC insured Certificates of Deposit
Life,Health,Disability, and Long Term Care Insurance
Discounted Stock Commissions
Fee Based Accounts
Free Investment Research
Free Internet Account Access
Personal "Hometown" Service
We want to help you achieve your goals!!
WE OFFER OUR CLIENTS:
We want to help you achieve your goals!!