Our Services

  Investment & Resource Planning

We are a full service financial planning office offering:

  • Comprehensive or Situational Financial Planning
  • Asset Management
  • Retirement Funding and Rollovers
  • Tax Reduction Strategies
  • Risk Management / Insurance
  • Cash Flow Management / Budgeting
  • College Funding
  • Divorce & Separations Planning
  • Premarital & Marital Planning
  • Estate Conservation
  • Financial Planning Seminars

Securities offered through FSC Securities Corporation

  • Third Party Money Management
  • Mutual Funds
  • General Securities
  • Annuities
    ASSET MANAGEMENT SERVICES:                 MUTUAL FUNDS           
              Personal & Institutional                                                  
              Taxable & Tax Exempt                                           
 
    QUALIFIED RETIREMENT PLANS:                 BONDS:   
              IRA, Roth IRA, SEP/IRA                                     Municpal Bonds/ UIT's
              Simple IRA & Simple 401(k)                               Corporate Bonds'
                                                                                            Government Bonds
                                            

    ANNUITIESVariable, Fixed/Indexed                STOCKS: Buy & Sell

    INSURANCEIndividual

            Life - Term, Universal Variable, Survivorship Life

            Disablilty

            Long Term Care                                                                     

 
 
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

 

 

 

 

                                                                                                               

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck