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Services










We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We provide assistance in the following areas:

Investments

  • Bonds 
  • Common stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity 
  • Trusts and Estates
  • Non-Profits
  • Endowment 

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 
  • Property and Casualty 

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