Investments Products

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation. 

Products and services include:

• Individual Retirement Accounts (IRAs & Roth IRAs)
• Simplified Employee Pension Plans (SEPs)
• Simple IRAs
• ERISA Qualified Retirement Plans
  • Defined Contribution Plans (401k & Profit Sharing Plans)
  • Defined Benefit Plans (Pension Plans)
• 529 qualified tuition plans (college saving plans)
• Certificates of Deposit
• Variable Annuities
• Mutual funds
• Stocks & Bonds
• Managed Accounts
• Real Estate Investment Trusts (REITs)
• Unit Investment Trusts (UITs)