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Financial Planning Services

Investment Products

Everything you need to create a well-balanced portfolio.

  • Stocks – Common, Preferred
  • Bonds – Tax-Free, Corporate, Treasury
  • Certificate of Deposit (CDs)
  • Mutual Funds – Open-end, Closed-end
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)
  • Real Estate Investment Trusts (REITs)
  • Structured Notes
  • Options

Retirement Plans

Create an opportunity to save for retirement and tax-advantages too.

  • Traditional IRA
  • Rollover IRA
  • Roth IRA
  • Self-employed IRA (SEP)
  • Inherited IRA
  • 401(k) Plan

Insurance

Develop your financial plan while providing protection for your family.

  • Life Insurance – Term, Whole, Universal Life
  • Long-Term- Care
  • Annuities – Fixed, Variable, Indexed

Cash Management

Power to manage your cash and spending alongside your investments.

  • Money Market
  • Check Writing
  • Gold Visa debit card
  • Automatic bill-pay
  • Online account access