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Services

How We Work

Our first priority is helping you take care of yourself, your family and business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of success.

We provide assistance in the following areas:

Investments

  • Bonds

  • Common Stock

  • Exchange Traded Funds (ETFs)

  • Mutual Funds

  • Educational IRA

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Treasury Bills

  • Government Securities

  • Treasury Notes

  • Annuities

 

Investment Services

Financial Planning

  • Retirement Plans

  • Tax Plans

  • 401(k) Planning

  • 403(b) Planning

  • College Plans

  • Estate Plans

  • Money Purchasing Plans

  • Profit Sharing Plans

Insurance

  • Disability Income Insurance

  • Life Insurance

  • Long-Term-Care Insurance

 

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