Products and Services

There are many financial products in the market, and so choosing the ones that help to address an individual client’s needs can be complicated.  Decisions about the products in any portfolio should be made after an informed assessment of individual needs. After meeting to do this, you are better situated when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

• 403 (b) Tax Advantage Retirement Savings Plan
• 457 Tax Advantage Deferred Compensation Retirement Plan
• College Savings Plans
• 401(k) Plans
• Annuities
• Mutual Funds
• Group Retirement and Savings Plans
• Simplified Employee Pension Plans
• Qualified Retirement Plans
• Other Retirement Savings Plans Designed Specifically for Employee Groups
• Life Insurance
• Long-Term Care, Disability and Critical Illness
• Health  Insurance Group Health Benefits