Our Services

Products

Insurance

  • Medicare Products
    • Medicare Supplements
    • Medicare Advantage Plans (Part C)
    • Medicare Prescription Drug Plans (Part D)
  • Individual Life
  • Survivorship Life
  • Long Term Care
  • Disability Income
  • Individual Health/HSA
  • Mortgage Protection
  • Group Benefits
  • Fixed Annuities
  • Fixed Indexed Annuities
  • Business Lines Insurance

Investments*

  • Traditional/ROTH IRAs
  • TSAs and 403 (b) Plans
  • Variable Annuities
  • Mutual Funds
  • 401 (k) Plans
  • 529 Plans

Investment Advisory Services*

  • 3rd Party Money Management
  • Individual Portfolio Management
  • Wrap Account Program
  • Financial Planning
  • Consulting Services

Services

  • Life Insurance Performance Review
  • IRA RMD Planning
  • Estate Planning
  • Retirement Planning
  • Personal & Business Planning
  • Lump Sum Distribution
  • IRA Consolidations
  • Social Security Planning