Brokerage Services

Brokerage Services

With your goals established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Fee-Based Accounts
  • Taxable vs. Tax-Free Investing
  • Treasury
  • Municipal Bonds
  • Stocks, Corporate Bonds & REITS
  • MLCD (Market-LinkedCD)
  • Mutual Funds/EFTs
  • 529/College Funding
  • Fixed & Variable Annuities

Retirement Planning

Our retirement planning process is for those planning to retire within 5-15 years. This option provides an in-depth review of your current financial standing and your retirement objectives.

  • 401k’s & 403b’s
  • Direct Rollovers of 401k, 403b plans
  • IRAs, Roth IRAs & Simples
  • Profit Sharing, SEPs

Information Request

In our experience, we have found that there are several roadblocks — lack of goals, inappropriate investments, and procrastination — that keep most people from achieving financial success. In the areas that are a concern to you, please list some specific topics of interest.