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Products & Services

We always strive to keep our fees low and competitive. We can work for you on an hourly, commission or fee only basis.

We provide assistance in the following areas:

Financial Planning

  • Retirement Plans
  • Tax Planning Strategies
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Planning Strategies
  • Profit Sharing Plans

Investments   

  • ETFs
  • Mutual Funds
  • Bonds
  • Common Stock
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Managed Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Annuities

Custodians

  • Fidelity
  • LPL Financial

Insurance

  • Life Insurance
  • Long-Term-Care Insurance

Asset Managers

  • Vanguard
  • Fidelity
  • Blackrock
  • Pimco
  • First Trust 
  • State Street Global Advisors
  • Select Sector SPDRs
  • Franklin Templeton
  • American Funds
  • and more....