Our Services

While working with you to develop a customized financial strategy, we can walk you through a step-by-step process to help make you feel more comfortable with your decisions.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives.  We can help you execute a financial strategy utilizing the following products and services:


Planning Services

  • Review of your Present Insurance Program
  • Retirement plans-IRA's Roth IRA's, 401(k), Simple IRA and SEP Plans.
  • College Funding
  • Estate planning

Insurance Services

  • Life Insurance
  • Immediate Income Annuities
  • Fixed Annuities
  • Medicare Supplements, Drug Plans, Medicare Advantage Plans*
  • Long Term Care
  • Short Term Care
  • HSA Health Plans*
  • Health Insurance*
  • Disability Income Insurance
  • Farm Insurance*
  • Auto Insurance*
  • Homeowners/renters Insurance*
  • Business Insurance
  • Workmans Comp Insurance*