Fixed Annuities: We shop for the highest rates with various guarantee* periods and features to choose from

Variable Annuities: Flexible features with hundreds of investment options

Mutual Funds: Hundreds of top fund families to choose from

IRAs/Pensions/401Ks: Deposit, Accumulation and Distribution counseling

Life Insurance: Comparative analysis of companies providing term, whole, universal, variable, variable universal and second-to-die with premium and death benefit guarantees*

Trust Planning: Revocable/ Family, Irrevocable (ILIT), Charitable Remainder (CRT), Dynasty and Special Needs

Estate Planning: Family Wealth, Accumulation, Preservation and Transfer

Tax Planning: Income, Capital Gains and Estate tax analysis and reduction strategies

Major Medical/Health Savings Accounts (HSA): Comparative analysis for coverage and rates

Short Term Major Medical: One to six- month transition coverage

Disability Insurance: Insure your most valued asset- your income

Medicare Supplement Insurance: We search for the best coverage and rates available

Long Term Care Insurance: We`ll compare various tax deductible plans to preserve your nest egg

Critical Illness Insurance: Lump sum cash benefits provided with diagnosis of critical illness

*Guarantees based on the claims-paying ability of the insurance company