Investment Products


  • Individualized equities (stocks) and bond investments
  • Managed portfolio investments from noted money managers
  • No Load Money Market Funds (competitive returns and free check-writing privileges) and Mutual Funds (choice or combination of many highly regarded funds depending upon emphasis and risk tolerance)
  • No Load Variable Annuities (mutual fund based plans with the power of tax deferred growth)
  • Business Retirement Plans: 401-K, SIMPLE IRA's, Profit Sharing, & Pension Plans
  • Variable Universal Life (guaranteed benefits and tax advantages along with mutual fund based performance)