What We Do

There are a wide array of tools at our disposal to help our clientele reach their financial goals. Every situation we come across is different. Here are some of the more popular areas where we can help:

Investment Vehicles

Mutual Funds
Money Markets
Alternative Investments
Exchange Traded Funds (ETFs)
Unit Investment Trusts (UITs)

Personal Tax Shelters

Traditional IRAs
Roth IRAs
Variable Annuities
Fixed Annuities
Equity Indexed Annuities

Employer Retirement Plans

403(b)s (Tax Sheltered Annuities)
Simplified Employee Pensions (SEPs)
Simple IRAs

College Funding

529 Plans
Coverdell/Education IRAs
UTMAs (Uniform Transfer to a Minor)
UGMAs (Uniform Gift to a Minor)

Life Insurance

Variable Universal Life
Universal Life
Term Life