Investment options

• Stocks

• Taxable/Tax Free Bonds

• Mutual Funds

• CDs

• ETF’s (Exchange Traded Funds)

• Preferred Stocks

• Option Strategies

• Closed-end Funds

• Annuities

Accounts

• Investment Accounts – Individual/Joint/T.O.D.

• Trusts

• Traditional IRA’s

• Roth IRA’s

• SEP/Simple IRA’s

• Custodial Account

• 529 College Savings Plans

• 401K PlansPlanning

• Retirement Savings

• Retirement Income Analysis

• Asset Allocation

• College Cost Planning

Planning

• Retirement Savings

• Retirement Income Analysis

• Asset Allocation

• College Cost Planning

Insurance

• Life

• Health

• Long Term Care