Broker Check

Strategies for Individuals

  1. Fixed Income Investments

  • Mutual Funds (income-oriented)
  • Unit Investment Trusts (income-oriented)
  • Municipal and Government Bonds
  • Money Markets
  • Certificates of Deposit
  1. Equity Investments

  • Mutual Funds (growth-oriented)
  • Large Cap Growth/Value Funds
  • Small/Mid Cap Growth/Value Funds
  • International Equity Funds
  • Asset Allocation Funds
  • Sector Funds
  • Unit Investment Trusts (growth-oriented)
  • Publicly Traded Stock
  1. Individual Education Planning

  • Traditional and Roth IRA
  • Coverdell Education Savings Account
  • 529 Plans
  1. Investment Accounts

  • Clients have access to a broad array of brokerage and advisory accounts.
  1. Life Insurance

  • Annual Renewable Term
  • Level Term — 10-, 15- and 20-Year
  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Survivorship Variable Universal Life
  • Indexed Universal Life
  1. Annuities

  • Fixed (single flexible & immediate)
  • Variable Annuities (immediate & flexible payment)
  • Group Annuities (qualified retirement plans)
  • Equity Indexed Annuities
  1. Disability & Long Term Care Insurance

  • Individual Disability Income
  • Individual Long-Term Care
  1. Financial Planning

  • Non-Fee Needs Analysis
  • Personal Financial Plans
  • Focused Needs Plans
  • Personal Financial Plans with Estate Planning Strategies