Our Services

Investments 

  • Bonds
  • Common Stock
  • Mutual Funds
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable and Fixed Annuities

Alternative Investments

  • REIT’s
  • Oil and Gas Limited Partnerships
  • Equipment Leasing Programs
  • Business Development Company Programs
  • 1031 Exchanges

Insurance 

  • Life Insurance
  • Disability Income Insurance
  • Long-term Care Insurance
  • Group Health Insurance and Benefits
  • Property and Casualty/ Home, Fire and Auto Insurance
  • Workers Compensation

Additional Services

  • Mortgage Evaluation & Protection
  • Estate Documentation Reviews
  • Home and Auto Review and Consultations