Our Firm

Whether you are funding a college savings plan, your retirement plan, or looking for a way to transfer wealth to your heirs, we offer the products to help you work towards your financial goals. Our team has the expertise and products it takes to design a custom plan for your unique situtation.


The products offered include mutual funds, variable and fixed annuities, tax-free investments, long-term care insurance, and life insurance. The product sponsors include over 100 different companies. For additional information on any of these financial services, click on Contact Us and let us know how we may be of assistance.