Our Services

We offer a full range of financial services, including:
  • Individualized Retirement Income Planning
  • Retirement Accumulation
  • DROP, 457, 403(b), 401(k), and FRS Investment Plan Rollovers
  • Estate Planning
  • Coordinated CPA and Legal/Trust Services
  • Comprehensive Insurance Review and Recommendations
  • Various Life Insurance Contracts
  • Long Term Care Advice and Products
  • Financial Counseling
  • Stocks, Bonds, and Mutual Funds
  • Mortgage Broker
We represent a wide variety of firms, including:
  • The Hartford 
  • John Hancock
  • Jackson National
  • MetLife Investors
  • Allianz Life
  • Lincoln Financial Group 
  • Franklin Templeton
  • Fidelity
  • AXA Equitable 
  • Sun Life
  • Genworth
  • ING
  • Prudential

 

"A man who dies without adequate life insurance should have to come back and see the mess he's created."    ~Will Rogers