Services Offered

Investments and Financial Planning

Asset Protection Strategies

Future Income Protection for Retirement

Company 401(k) Retirement Plans

Complimentary Portfolio Reviews and Consultations

Rollovers from an old 401(k) plan or other company sponsored plan

IRA consolidation

Long Term Care insurance

Business succession planning

Helping widows/widowers with an Inheritance

Helping divorcees

Promptly returned phone calls 

We work with companies such as Allianz, Aviva, Genworth, ING, John Hancock, MetLife, Midland National, New York Life, Pacific Life, Principal, Prudential (Pru), Oppenheimer, and many others