Our Products & Services

Some of the Services offered are:

Some of the general services offered for individuals are: general financial analysis, retirement planning, retirement plan distribution planning, estate conservation analysis, charitable gift planning, education funding planning, long-term care planning and insurance and investment services. For businesses- Group major medical, Buy-Sell Funding, Key Person Insurance, Business Overhead Expense Insurance & Business Continuation planning.

*Investment Products
Mutual Funds
Variable Annuities
Stocks and Bonds
Fixed Deferred & Immediate Annuities 
Real Estate Investment Trusts
CD`s
Cash Management Accounts
Retirement Plans
529 Plans & Coverdell Savings Plans for educational expenses
*Securities offered through AIG Financial Advisors, Inc.,member FINRA/SIPC

Insurance Products
Life Insurance-all types
Disability Insurance
Long Term Care Insurance
Major Medical Insurance-both Group and Individual
Medicare Supplement Insurance

This list is not all inclusive. If you are looking for a certain product that is not listed above, please call.