Our Services

Our firm prides itself in being client focused and service oriented. We believe in building relationships for the long-term. Successful investing and financial planning do not begin or end with purchasing an investment. Depending on each client's needs, we can: Assist you in determining your financial goals. Review your current savings and investment programs. Analyze your present tax situation. Assist you in estate planning. Provide you with thorough, thoughtful investment planning. Provide you with guidance in the selection of quality investments. Implement your investment decisions. Peridically review your financial goals and investments. We also provide the following investments: Mutual Funds Growth Funds Income Funds Money Market Funds Tax Exempt Funds International Funds Annuities Variable Annuities Equity Index Annuities Fixed Annuities Retirement Plans IRA/SEP/SIMPLE 401(k) Pension & Profit Sharing 403(b) and 501(c)(3) Personal Retirement Plans Brokerage Services* Listed and OTC Stocks Corporate Bonds U.S. Government Bonds Municipal Bonds Asset Management Programs Insurance Life Insurance Variable Life Insurance Long Term Care Programs Disability Insurance *Brokerage accounts are cleared through RBC Dain Correspondent Services, a division of RBC Dain Rauscher Incorporated, Member NYSE/SIPC. Client's assets are protected through RBC Dain Rauscher's membership in the Securities Investor Protections Corporation (SIPC) which provides protection up to $500,000 (cash up to $100,000). RBC Dain Rauscher has purchased additional coverage of $150 million (cash up to $900,000) for total protection of up to $150.5 million (cahs up to $1 million). This protection does not apply to any decline in market value of your securities.