Our Services

Our vision is to help our customers and their advisors by providing quality products and professional advice and service.  The financial planning process begins and ends with you, the customer.  Once your goals have been established, we will customize appropriate recommendations to suit your investment profile, risk tolerance and objectives.  We can help you execute a sound financial plan utilizing the following disciplines, products and services:

FINANCIAL PLANNING DISCIPLINES

     Financial Planning
     Accumulation Planning
     Retirement Planning
     Estate Planning
     Risk Management and Insurance


SECURITIES

     CDs and Cash Management Accounts
     Stocks, Bonds, ETFs, Closed-End Funds and Options
     Mutual Funds and Unit Investment Trusts
     Variable Annuities and Variable Life


ALTERNATIVE INVESTMENTS

     REITs and Real Estate LPs
     Oil and Gas Programs
     Equipment Leasing Programs
     Managed Futures LPs
         


INVESTMENT ADVISORY SERVICES

     Third-Party Money Managers
     Advisor-Directed Accounts


INSURANCE

     Life Insurance
     Annuities
     Disability Income
     Long-term Care