Services for Individuals

We provide assistance in the following areas:

• Equity Investments
• Fixed Income Investments
• Alternative Investments
• Mutual Funds
• Managed Accounts
• Self-employed 401k's
• Traditional/Roth/SEP/Simple/Educational IRA's
• Brokerage Accounts
• Variable Annuities

• Retirement Planning
  
• Self-employed Retirement Planning
  
• Tax Management Planning
  
• 401(k) Planning
  
• 403(b) Planning
  
• College Plans
  
• Estate Plans
  

• Disability Income Insurance
• Life Insurance
• Long-Term-Care Insurance