Investments We Offer

Managed Accounts

  • Fee-based asset management and financial planning services
  • Stocks / Mutual Funds / Bonds / REITS / CD’s
  • Individual and Joint Accounts

Retirement and Savings Plans

  • Traditional IRA / ROTH IRA / SEP IRA
  • SIMPLE IRA / 401k
  • PERS Rollovers / Retirement Plan Rollovers / IRA Rollovers
  • 403b / Deferred Comp / Trust Accounts / 529 Plans (college saving plan)

Brokerage Accounts

  • Bond Ladder
  • CD Ladder
  • Market Linked CD’s
  • Custodial Accounts

Annuities

  • Fixed
  • Variable

Other Services

  • Long-Term Care Insurance
  • Life Insurance
  • Disability Insurance

Alternatives

  • REIT’s
  • Preferred Stock