We provide a variety of securities and insurance products and strategies to meet the needs of our clients.
Mutual Funds and Managed Accounts
We provide a full range of investment products including managed accounts, stocks, bonds, mutual funds, REIT’s and ETF’s.
Fixed and fixed index annuities can offer benefits for retirement including guaranteed retirement income, protection from market downturns, the potential to earn credited interest and more. We work with some of the highest-rated insurers in the industry to ensure that you have reliable and competitive products to meet your needs.
Life insurance is often considered for protection of young families, but it can be just as valuable in creating a tax-advantaged retirement strategy, assuring transfer of wealth to future generations, or protecting and strengthening a small business. We work with a variety of highly-rated insurers offering a range of life insurance products that includes Fixed Indexed Universal Life, Term Life, Universal Life, and more.
Long Term Care Insurance
With annual costs of nursing home care running to potentially tens of thousands of dollars per year, you may be considering long-term care insurance. We provide access to competitive long-term care insurance policies through many of the industry's leading providers.
Social Security Analysis
Social Security is an important aspect of most people’s retirement income picture, but if you don’t have a claiming strategy, you could miss out on tens of thousands or more in lifetime benefits. As a service, we offer a no-cost Social Security Analysis using our powerful software to help you figure out the best time to claim in order to receive the highest possible benefit.
Small Business Support Services
Through our relationship with GoSmallBiz.com, we provide access to a leading online small business resource that offers unlimited business consulting, software tools, business courses and mentoring sessions. If you’re a small business owner, this is an invaluable and affordable resource.