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Products & Services

Our team specializes in helping individuals develop sound financial strategies. Whether you are retired, approaching retirement, or far from it – please take time to explore our website and the wealth of information we offer. We will educate you on financial concepts and products to take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Business Planning

  • Retirement Plan Design
  • 401(k)
  • Roth 401(k)
  • 403(b)
  • 457 Plans
  • SIMPLE Plans
  • SEP Plans
  • Defined Benefit Plan
  • Cash Balance Plans
  • Solo 401(k)

Individual Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • Traditional IRAs
  • Roth IRAs
  • IRA transfer and rollovers
  • College Plans- 529 Accounts
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Tax Plans
  • Tax Advantaged Investment Planning
  • Health Savings


  • Stocks
  • Bonds (corporate, municipal, government)
  • Mutual Funds
  • ETFs (Exchange Traded Funds)
  • Brokered Certificates of Deposit (CDs)
  • UITs (Unit Investment Trusts)
  • Annuities
  • Advisory - Fee based
  • Alternatives
  • Government Agencies (T-Bills)


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Buy Sell Agreements
  • Key Man Life Insurance
  • LIRP's (Life Insurance Retirement Plans)
  • Liability Insurance

For more information about our firm and the services we offer, send us an email or call us. We welcome the opportunity to speak with you. | 800.300.0459