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Our Solutions

Our solutions are designed to support your financial well being and to develop a customized strategy centered on your objectives:

Investments

  • Fee-Based Asset Management Services
  • Mutual Funds

Retirement Planning

  • IRAs
  • 401(k) Plans
  • Pension/Profit Sharing Plans
  • SEPs
  • Simple Plans

Insurance

  • Fixed and Variable Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Fixed and Variable Annuities

Estate Planning

  • Insurance Needs Analysis
  • Business Ownership Succession Plans
  • Charitable Remainder Trusts

Education Planning

  • 529 Plans
  • Coverdell Education IRAs

Bank Products

  • CDs
  • Money Market Accounts

General Accounting & Tax Services

  • Tax Planning & Preparation
  • Year-End Planning and Projections
  • Business Accounting Services
  • Financial Statement Preparation
  • Payroll Services