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