Personal Products & Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Personal Products and Services Include:

• 529 College Savings Plans (A-Share)
• Annuities
• Fixed
• Indexed
• Single Premium Immediate Annuities
• Variable
• Certificates of Deposit
• ETFs
• Insurance
• Disability
• Final Expense
• Fixed Life
• Indexed Universal Life
• Long Term Care
• Term Life
• Universal Life
• Variable Universal Life
• Whole Life
• IRA
• Roth (Post-Tax)
• Traditional (Pre-Tax)
• Municipal Bonds
• Mutual Funds
• Stocks
• U.S.Treasuries Securities