Our Products and Services

Retirement Plans Services

Corporate Retirement Plans: 401(K)'s, Deferred Compensation, Profit Sharing, Money Purchase, 403(B) Single(k), Simple and SEP plans.
Traditional Individual Retirement Plans: IRA, IRA Rollovers, Roth IRA's, Stretch and Beneficiary IRA plans.

Insurance & Annuities

Universal Life, Whole Life, Term Life, Disability Income, Variable Annuities, Fixed Annuities, Equity-Indexed Annuities, Structured Settlement Annuities, Immediate Annuities, Long-term Care and Long-term Care/Annuity Combination.

Managed Money

Individual and Corporate Managed Money accounts with access to more than 100 Institutional Professional money managers utilizing Equity, Fixed-Income and Balanced strategies. These fee-based accounts are based on Modern Portfolio Theory.

Mutual Fund Investments

Over 290 Mutual Fund Families (representing over 10,000 different portfolios) Load and No-Load funds without proprietary conflict. The Mutual Fund Advantage Program offers Ten Portfolios that are fee-based model advisory programs. Customized portfolios that are asset allocated which compliments the client's taxable or tax-free individual goals and risk tolerance.

Equity and Fixed-Income Investments

All listed equities on NYSE, AMEX and NASDAQ - Commodities, Equity Indexes Options, Taxable and Tax-Free Fixed-Income, Unit Investment Trust, Exchange Traded Fund "ETF's", Certificates of Deposits and Checking and Visa money managed account with on-line account viewing.

College Savings Plans

Individual: College Savings 529 Trust and State supported UGMA and UTMA accounts.
Corporate: College Saving 529 Trust programs.

Wealth Management

Financial and Estate Planning, Charitable Remainder Trust, Wealth Replacement Trust and Charitable Gifts.

Banking

Commercial Lending: Revolving Lines of Credit, Equipment Loans, SBA Loan.
Consumer Lending: Home Equity Loans, Home Improvement Loans, Auto/Boat Loans
Internet Banking, Bill Payment, 24 hour phone banking.

Our Products and Services

About Us