Our Services

 

 INVESTMENT TEAM

 

Mutual Funds

Stocks & Bonds

Managed Accounts

Variable Annuities

Fixed and Fixed Index Annuities

IRA/SEP/401K/Simple

Variable Universal Life

Section 529 College Savings Plans

Real Estate Programs

Equipment Leasing Programs

Energy Investments

 

    TAX TEAM

  

  Tax Planning & Preparation

  Accounting

  Payroll

  Sales Tax

  Social Security Planning

 

   INSURANCE TEAM

Personal Coverage

Life, Health, Auto, Home

Commercial Coverage

Crop, Farm, Business

Financial Coverage

Disability, Medicare Supplement, Nursing Home/Assisted Living