Products & Services
As an independent financial institution, we're not bound to in-house products, families of funds or a single investment approach.
This allows us to create an innovative, personalized plan for each client — a plan that addresses your specific needs and goals without bias or limitations.
Business Products & Services
Retirement Plans
- 401k/Profit Sharing
- 403 (b) Plan
- Simple/SEP IRAs
- Deferred Compensation Plans
- Cash Balance Plans
Retirement Plan Services
- Fiduciary Risk Management Analysis
- Independent Investment Due Diligence
- Group and Individual Enrollment Meetings
- “Lunch & Learn” Employee Seminars
- Vendor Searches & RFPs
Group Benefits
- Health Insurance
- Group LTD/STD
- Group Life Insurance
- Long Term Care
- Voluntary Benefits
Mutual Funds
- Bond Funds
- Equity Funds
- Target Date Funds
- Lifestyle Funds
- Exchange Traded Funds (ETFs)
- Sector Funds
Investment Products & Services
Income Investments
- Money Market accounts
- Certificates of Deposit
- Bonds
- Real Estate Investment Trusts
- Mutual Funds / Unit Investment Trusts (UITs)
- Annuities
Managed Accounts
- Mutual Fund / Stock Wrap Programs
- Tax Managed Accounts
- Laddered CD & Bond Strategies
Retirement / Education Accounts
- IRAs — Roth, & Traditional
- UGMA / UTMA Accounts
- Educational IRA
Fee Based Planning Programs
- Comprehensive Planning
- Modular Planning
Risk Management
Life Protection
- Level Term
- Whole Life
- Indexed Universal Life
Income Protection
- Individual Disability Income
- Disability Buyout Program
Long Term Care Protection
- Individual Extended Care Coverage
- Executive Carve-Out Plans
Annuities
- Fixed Annuities
- Index Annuities
- Group Annuities