We serve individuals and businesses in the following areas of  financial management, include:

Personal

• Fee-Based Advisory Services
• Risk Management & Insurance Planning
• Annuity
• Long Term Care Insurance.
• Portfolio and Investment Analysis
• Qualified Plan and 401K Rollovers
• Estate Planning and Transfer Techniques.
• College Funding
• REITs
• Oil and Gas Partnerships.
• Equipment Leasing funds.

Business

• Business Succession Planning
• Key Employee
• SEP, Simple, Keogh, Solo 401(K).
• Non-Qualified Deferred Compensation
• Buy-Sell Agreement
• Executive Compensation Plans
• Group Health Planning
• 412 (I) Defined Benefit Plan

Alternative Investment

• Private Placements
• Non-Traded REITs
• Oil & Gas Partnerships
• Equipment Leasing Funds

Structured Products

• Principal Protected Notes or CDs

International Traveling Insurance

• Individual
• Group
• Education
• Trip Cancellation
• Marine
• Mission

Medicare Solution

• Medicare Supplements
• Medicare advantage
• Part D
• Dental 
• Hospital Indemnity

Social Security Benefits

• When Should I Apply for Benefits?
• What Is The Best Age To Apply?
• How Can I Coordilate Benefits With My Spouse?
• What's My Cost If I Take My Benefit Early?
• If I delay, How Much More Will I Earn?
• How Does The Survivor Benefits Work?
• If I Am Divorced, Can I Claim Of My Ex-Spouse?