Investments, Annuities & More

We offer numerous investment opportunities. After a consultation and in depth discussion with you and your spouse, we can provide you an opportunity to achieve all of your financial goals, and at the same time, give you peace of mind that your investments are managed by investment professionals.

Do you want to save $1 million by age 67? You’d better get started now.

Time can be your friend or foe. The longer you wait, the more you will have to put away each month to reach your retirement goals.

This example is hypothetical and does not represent an actual investment. This uses a nominal 9% rate of return, compounded monthly. It uses a constant rate of return, unlike actual investments, which will fluctuate in value. It does not include fees and taxes, which will lower results.

Exchanged Traded Funds can be one of the most effective long term wealth building vehicles. They provide average people a way to access an investment vehicle with the potential to minimize risk through professional management and diversification.*

Investing in exchange traded funds involves risk, but we can help you to understand and mitigate those risks, and guide you to the funds that match your investment objectives and risk tolerance.

*Diversification does not guarantee a profit or protect against loss.


A managed investment account is a platform that typically offers access to actively managed investment models comprised of securities selected by investment professionals.

We believe strongly that all employees deserve a plan that is designed for success, with their financial freedom at a reasonable retirement age as the ultimate goal. From the state-of-the-art processes and technology utilized, to the communication strategy and personal guidance provided, We represent investment opportunities that will make a difference from day one – while saving you money.


We offer a full range of retirement plans that are suited for both personal and business needs.

IRA, 401(k), 403(b) and 457(b) plan offerings are individual and employer-sponsored retirement plans that give employees the opportunity to contribute a portion of their salary on a tax-deferred basis into investment vehicles, such as exchange traded funds and annuities.


We offer two kinds of annuities products: Fixed Annuities, and Fixed Indexed Annunities.

1. Fixed annuities provide a fixed rate of return that is guaranteed by the issuing company.

2. A fixed index annuity provides a higher rate of return than a fixed annuity, and the return is guaranteed.

Investments in annuities are not FDIC insured or bank-guaranteed and may lose value. Guarantees offered in fixed annuities are subject to the claims paying ability of the issuing insurance company.

All investments are subject to risk, including the loss of principal. It is important to remember that there are risks inherent in any investment and that there is no assurance that any money manager, mutual fund, asset class, style, or index will provide positive performance over time.

Investors should carefully consider the investment objectives, risks, charges, fees, and expenses of any exchange traded fund before investing. This and other important information can be found in the fund prospectus and or summary prospectus, which may be obtained by calling the fund or by visiting the fund’s website. Please read each fund’s prospectus carefully before investing.

Fixed Index Annuity is a tax-favored accumulation product issued by an insurance company. It shares features with fixed deferred interest rate annuities; however, with an index annuity, the annual growth is bench-marked to a stock market index (e.g., Nasdaq, NYSE, S&P500) rather than an interest rate.