Our Services

We make available comprehensive financial services to individuals, small businesses, and institutions. Complementary appointments provide us with a mutual basis from which to begin an evaluation of your current financial situation. When we've understood your personal objectives, we then focus on helping achieve those objectives with specific action plans.

A diversified portfolio with a history of relative stability during market declines is the ideal cornerstone for any long-term investment strategy. Whether you are investing for retirement, a college education, or home purchase, we help you choose a balanced investment program.

Economic conditions change and markets move, but we recommend investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you to ensure you are comfortable with the financial investment and insurance decisions you make.

Investment and Insurance Services:

  • Stocks
  • Bonds
  • Mutual Funds
  • REITs
  • IRAs (Traditional, Roth, Simple, SEP) 
  • Annuities (Immediate, Deferred, Fixed, Indexed, Variable)
  • 401k Transfers & Rollovers
  • Education Funding: Coverdell and 529 accounts 
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance 

Financial Advisory Services:

  • Estate Planning
  • Charitable Planning
  • Development/Monitoring/Review of personal financial plans 
  • Assistance with real estate transactions
  • Commission and/or fee based
  • Educational Planning
  • Planning for a first home purchase
  • Retirement Planning

Traditional Credit Union Services