Our Services

Insurance & Financial Planning* For Individuals & Businesses:

- Personal Retirement Plans
- Life, Health and Disability Insurance
- Buy and Sell Agreement Funding
- Split Dollar Life Insurance
- Key Person Life Insurance
- Mortgage Protection
- Financial Needs Analysis
- Estate Planning

Investments* offered:

- Mutual Funds
- Tax-Free Municipal Bond Funds
- Money Market Funds
- Managed Accounts
- IRA Rollover and other Qualified Retirement Accounts
- Annuities

 Employee Benefits offered:

- Group Insurance
- Pension - Profit Sharing Plans
- 401(k) and 403(b) Retirement Plans
- Executive Bonus Plans
- Deferred Compensation Plans
-Simplified Employee Pensions