Providing for Your Financial Security

Investment Services

We represent a wide range of companies with whom we place business.  This approach affords our clients a variety of financially sound investment products and services:

  • Stocks, Bonds, Mutual Funds
  • Tax-Free Investments
  • Retirement plans
  • FDIC-Insured Certificates of Deposit
  • IRAs and Pension Rollovers
  • Annuities
  • Money-Market Accounts
  • Section 403 (B) and 457 Plans
  • Estate Planning

Insurance Products

We know that each person is unique; so are their insurance needs. You have the assurance that we will search the marketplace to find the appropriate coverage at the most suitable premium for your circumstances:

Individual Insurance

  • Life
  • Health
  • Disability Income
  • Long-Term Care
  • Medicare Supplement
  • Cancer & Specified Disease Coverage
  • Health Savings Account

Group Insurance

  • Life
  • Health
  • Disability Income
  • Accident Coverage
  • Long-Term Care
  • Cancer/Specified Disease & Intensive Care Coverage
  • Section 125 (Cafeteria) Plans
  • Health Savings Account

Business and Personal Insurance

  • Bonds
  • Business Auto
  • Commercial General Liability
  • Commercial Property
  • Personal
  • Workers’ Compensation