Our Services
We believe in using a financial planning process, not product. However, there may be a point in time where selecting a financial product is appropriate. Informed decisions about the products in any portfolio are best made after an assessment of individual needs on a macroeconomic basis. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Products and services include:
- 401(k) retirement plans and Individual Retirement Accounts
- Annuities
- Mutual funds
- U.S.Treasuries Securities
- Group retirement and savings plans
- Simplified Employee Pension Plans
- Qualified Retirement Plans
- Other retirement savings plans designed specifically for employee groups
- Life insurance
- Long-term care, disability and critical illness
- Health Insurance Group health benefits