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SERVICES

We Provide Expert Assistance in the Following Areas:

INVESTMENTS:

We offer the following investment services and options:

  • Investment Advisory Services

  • Corporate Retirement Plans

  • Annuities (Fixed, Variable)

  • SEPs - Self-Employed Pension Plans

  • IRAs (Simple, Education, Roth, Traditional)

  • Common Stock

  • Full Services Brokerage Accounts

  • Government Securities

  • Debit Card Transactions

  • T-Bills

  • T-Notes

  • Bonds - Government & Corporate

  • Insurance Products

  • Alternative Investments

  • Options Trading

We offer the following services to help you manage your finances:

  • Money Management

  • Retirement Planning

  • 401 (k) Planning

  • Estate Planning

  • College Planning

  • Money Purchasing Plans

  • Profit Sharing Plans

  • 454 Planning

  • 403 (k) Planning

  • Financial Seminars

  • Check Writing

  • Bookkeeping

  • Debit Card Transactions

INSURANCE:

We offer a variety of options to suit your many needs, including:

  • Individual

  • Group

  • Health

  • Life

  • Disability

  • Long-Term Care

  • International Health

FINANCIAL PLANNING:

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