Products & Services

At our firm, we provide expert assistance in the following areas:

 

Investments

  • Check Writing
  • 529 College Savings Plans
  • Brokerage Accounts
  • Fixed Annuities
  • Indexed Annuities
  • Variable Annuities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Mutual Funds
  • Traditional IRA
  • Investment Advisory- Fee Based Accounts

Insurance

  • Disability Income
  • Life Insurance (Term, Universal, Whole Life)
  • Long Term Care
  • Health Insurance (Individual & Group)
  • Auto & Home Insurance  (sold through Iott Insurance Agency)
  • Travel Insurance

 

 

 

 

 

Financial Planning

  • Estate Plans
  • Money Management
  • 401k/Profit Sharing Plans