Services for Individuals We provide assistance in the following areas: Investments Equity InvestmentsFixed Income InvestmentsAlternative InvestmentsMutual FundsManaged AccountsSelf-employed 401k'sTraditional/Roth/SEP/Simple/Educational IRA'sBrokerage AccountsVariable Annuities Financial Planning Retirement PlanningSelf-employed Retirement PlanningTax Management Planning401(k) Planning403(b) PlanningCollege PlansEstate Plans Insurance Disability Income InsuranceLife InsuranceLong-Term-Care Insurance