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