Our Services

Our areas of specialization include:

Retirement Plans:
Tax-Sheltered Annuity Plans*  (TSAs)
Variable Annuities*
Mutual Funds*
457(b)plans
Pension Plans
IRAs
Roth IRAs
Fixed Annuities
College Funding- 529 Plans*

Insurance Plans:
Long Term Care Coverage
Long Term Disability Coverage
Disability Income Coverage
Term Life
Variable Life*
Whole Life
Universal Life
Accident Insurance

In many instances, we have group plans available. When group coverage is not possible we work with our clients on an individual basis in order to meet their needs.

Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing.   The prospectus contains this and other information about the funds.  Contact your registered representative or the fund company to obtain a prospectus which should be read carefully before investing or sending money.

*Securities offered through Multi-Financial Securities Corporation, member FINRA/SIPC