Broker Check

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Group Life
  • Group Disability
  • Group Long-Term Care
  • Medicare Supplements
  • Prescription Drug Plans
  • Medicare Advantage Plans
  • Cancer, Heart Attack & Stroke Insurance
  • Hospital Indemnity Plans
  • Final Expense Plans

Employee Benefits

  • Medical Plans
  • HRA & HSA Plan Administration
  • Life Insurance
  • Dental Plans
  • Vision Plans
  • Short and Long-Term Disability
  • Retirement Plans
  • HR/Compliance Resources
  • Employee Enrollments
  • Employee Communications
  • COBRA and State Continuation