We provide assistance in the following areas:
Financial Planning
- Retirement Planning
- College Savings Planning
- Insurance Planning
| - Estate Planning
- Tax Planning
- Business Succession Planning
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Investment Strategies
- Mutual Funds
- Common and Preferred Stocks
- Unit Investment Trusts
- Traditional IRAs & Roth IRAs
- College Savings Plans (529 & Coverdell)
| - Corporate Bonds
- Municipal Bonds
- Exchanged Traded Funds (ETFs)
- Structured CDs and Notes
- Variable Annuities
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Business Solutions
- 401(k) Plans
- SEP IRAs & SIMPLE IRAs
| - Owner K Plans
- Profit Sharing Plans
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Insurance Strategies
- Term, Whole Life, and Universal Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
