FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Products & Services

Insurance

  • Life Insurance (term, variable, universal and whole)
  • Long Term Disability Insurance
  • Long Term Care Insurance
  • Buy / Sell Funding
  • Business Overhead Expense Insurance

Services

  • Hourly Consulting
  • Retirement Projections and Evaluation
  • Income Planning
  • Asset Allocation and Risk Management

Investments

  • Mutual Funds
  • Variable Annuities
  • Equity Indexed Annuities
  • Fixed Annuities
  • Stocks / Bonds
  • Public Non Traded REIT's (real estate investment trusts)

Account Types

  • Fee Based Advisory Accounts
  • Brokerage Accounts
  • Third Party Money Managers
  • 401k Rollovers
  • IRA's and Roth IRA's