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,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!!