Products & Services

Investment Watchdog

The investments in your personally designed portfolio are continually monitored and assessed throughout the year. Analysis of your investments and income needs, now and for the future, are re-evaluated during each meeting to determine any changes.


Services Offered

  • Asset Management
  • Financial Services
  • Real Estate Investment Trusts
  • Estate Planning
  • Retirement
  • Fixed-rate Annuities
  • Income Annuities
  • 401(k) & IRA services
  • Alternative Investments
  • Social Security & Pension Advisory
  • Insurance: Life, Long-term Care and Disability
  • Investment Guidance for Trustees

Comprehensive Financial Planning

  • Asset & Wealth Management: Valuable and diverse experience brings time-tested capabilities of asset and wealth management.
  • Estate Planning: We work closely with our clients' legal and tax professionals coordinating all their information to create a complete and comprehensive plan.
  • Insurance: As independent brokers, we are not limited to specific insurance products or companies. We obtain the most competitive quotes for life insurance and fixed-rate annuities.
  • Network: Through our solid long-term relationships with other professionals, we connect our clients with many other valuable services.


Technology, Protection and Confidentiality

  • Secure and compliant-approved, offsite data imaging system assures our clients' most personal information is protected.
  • Client-friendly newsletters and calculators available on