For the individual

It is very important to work with professionals you can trust.  With every proposal and recommendation we make, we are committed to doing so with integrity.  As an independent company, we are able to offer a wide range of products to assist you in reaching your goals.  Let us help you in all stages of life - whether you are just beginning to save for retirement, are already enjoying retirement, have a young family to protect, or if you would like a second opinion on decisions you've made in the past.


We offer:

  • Mutual Funds
  • Brokerage Services
  • Annuities
  • Retirement Planning
  • Disability Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Asset Based Long Term Care
  • College Savings
  • Estate Planning