Products and Services for Individuals

Investment Accounts and Advisory Programs

Fixed-Income Investments

Mutual Funds (income-oriented)

Unit Investment Trusts (income-oriented)

Municipal and Government Bonds

Money Markets

Certificates of Deposit

 

Equity Investments

Mutual Funds (growth-oriented)

Large Cap Growth/Value Funds

Small/Mid Cap Growth/Value Funds

International Equity Funds

Asset Allocation Funds

Sector Funds

Publicly Traded Stocks

 

Individual Retirement/Education Planning

Traditional and Roth IRA

Coverdell Education Savings Account

529 Plans

 

Life Insurance

Annual Renewable Term

Level Term 

Whole Life

Universal Life

Variable Universal Life

Survivorship Variable Universal Life

Survivorship Universal Life

 

Annuities

Fixed (single flexible & immediate)

Variable Annuities (immediate & flexible payment)

Group Annuities (qualified retirement plans)

Equity Indexed Annuities

 

Disability & Long-Term Care Insurance

Individual Disability Income

Individual Long-Term Care

 

Alternative Investments

1031s

Business Development Companies

Limited Partnerships

Managed Futures

Precious Metals

Private Equity/Hedge Funds

REITs

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck