Broker Check

Products & Services

Advisory Accounts Investments

  • Portfolio Monitoring and Asset Allocation Services
  • Institutional Shares, No Load Mutual Funds
  • Managed Assets Program
  • Third Party Money Managers
  • Financial Planning and Consultation Services
  • Auto Purchase Negotiating Services
  • Mortgage Negotiating Services
  • Asset Evaluation, Critique and Review
  • Risk Reward Evaluation

Brokerage Accounts Investments

  • Certificates of Deposit
  • US Treasury Bonds, Bills, and Notes
  • Collateralized Mortgage Obligations-FNMA, FHLMC, GNMA
  • Tax-Advantaged Municipal Bonds
  • Direct Notes
  • Indirect Notes
  • Common Stocks
  • Mutual Funds
  • Variable Annuities
  • Cashless Stock Options

Retirement Plans

  • Money Purchase
  • Profit Sharing
  • Defined Benefit Plans
  • 401 (k)
  • 403(b)
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • Roth IRA
  • IRA Rollovers

Insurance

  • Term Life
  • Universal Life
  • Whole Life
  • Long Term Care
  • Fixed and Variable* Annuities
  • Disability Insurance

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