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Products & Services

No two clients goals, needs, and objectives are always the same. Because one size does not fit all, we offer various products and services to suit all of our clients. Below you can find a list of the products and services that incorporate your investments, financial planning, and insurance needs.

How may we assist you?


  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Don't see what you're looking for?

Give our office a call and we will be happy to assist you! (727) 378.0505