Our Services

If you would like to learn more about our services, we offer a complimentary consultation where our managing broker will sit with you, listen to your financial goals and create a diversified plan customized for your needs.

We serve individuals and businesses in the following key areas:

Allowing the client to create their own pension plan with fixed and variable annuities.  

Education Funding 
Recommending investment and accumulation strategies that may help you pay for your children's education.

Investment Planning/Mutual Funds 

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to attempt to help you reach and exceed your goals. 

Life Insurance 
Reviewing and planning your insurance portfolio to determine an appropriate mix of whole life, term life and universal life coverages. 

Long-Term Care 
Providing benefits to cover the loss of any of the 6 “activities of daily living” – Bathing, Continence, Dressing, Eating, Toileting, Transferring. 

Retirement Planning/IRA
Reviewing your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 

Risk Management 
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding an appropriate policy for your situation. 

To request a quote, click here.