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Services Offered

Wealth Management

  • Advisory Services
  • Pension and 401(k) Rollover Analysis
  • IRA/Roth IRA Consolidation
  • Fixed and Variable Annuities
  • Mutual Fund, ETF, and Brokerage Services
  • Education Funding Strategies
  • Fixed Index Annuities
  • Variable Index Annuities

Risk Management Strategies

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Legacy Planning
  • Estate Planning

Tax Qualified Retirement Plans

  • 403(b), 457, 401(a), and 401(k) Plans (Roth Options Included)
  • 403(b)7 – Mutual Fund Platform
  • Tax-Sheltered Fixed/Variable Annuities
  • Simple & SEP IRAs
  • Employee Financial Education

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