Broker Check

Available Services

Retirement Planning

  • Traditional IRA
  • Roth IRA
  • 401(k)
  • 403(b)
  • TSA's
  • 401(a)
  • SEP's
  • Simplified 401(k)
  • Simple IRA
  • Keogh
  • Money Purchase Plan
  • Non Qualified Plans
  • Fixed Annuities
  • Life Insurance
  • Money Management
  • Plan Administration
  • Employee Enrollment
  • Employee Seminars
  • Cafeteria Plans

Estate Planning

  • Living Trust
  • Durable Power of Attorney
  • Medical Directive
  • Pour Over Will
  • Irrevocable Life Insurance Trust (ILIT)
  • Charitable Remainder Trust (CRT)
  • Life Insurance
  • Modified Endowment Contract

Investments

  • Mutual Funds
  • Stocks
  • Bonds
  • Money Market Accounts
  • Fixed Annuities
  • Variable Annuities
  • Specialty Packaged Securities
  • Low Income Housing
  • Oil & Gas Programs
  • Life Insurance

Money Management

  • Principal Preservations Strategies
  • Buy and Hold Strategies
  • Dollar Cost Averaging
  • Passive Management
  • Modern Portfolio Theory
  • Active Management
  • Tactical Management
  • Market Timing Strategies

Tax Reduction

  • Medical Savings Account (MSA)
  • Tax Credit Programs
  • Passive Income Generator (PIG)
  • Oil & Gas Programs
  • Annuities
  • The Magic Box
  • Estate Planning
  • Retirement Plans
  • Modified Endowment Contract

Insurance

  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance (UL)
  • Long-Term Care Insurance
  • Disability Insurance
  • Health Insurance
  • Medical Savings Account (MSA)
  • Liability Insurance
  • Key Man Insurance
  • Split Dollar Insurance
  • Buy/Sell Agreement
  • Pension Max

Miscellaneous Planning

  • Emergency Funds
  • College Savings Plans
  • Saving for Down Payment on Home
  • Refinance Home

Long-Term Relationship

  • Personal Service
  • Investment Performance
  • Competitive or Reduced Cost