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Products and Services

Listed below are some of the products and services we offer. As an independent firm, we are not tied to any one product or provider, so we can truly focus on matching you with the best service, product, and provider that best meets your needs and goals. This unique structure allows us to be on your side in our search for solutions for you, so you can feel secure knowing that we place your best interest at heart.


  • Stocks (Common, Preferred)
  • Bonds (Corporate, Municipal, Government)
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Direct Investments
  • REITs
  • etc.

Investment Vehicles

  • IRAs (Traditional, Roth, SEP, SIMPLE, Inherited)
  • Brokerage Accounts (Individual and Joint)
  • 401(k)
  • 403(b)
  • Profit Sharing Plans
  • 529 College Savings Plans
  • UTMA / UGMA Custodial Accounts
  • Trust Management
  • Annuities
  • etc.


  • Life
  • Health
  • Disability
  • Long-Term Care
  • Medicare Supplement
  • Health Savings Accounts (HSAs)