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Product and Services

Investments. Carefully Selected.
Thoughtfully Combined.

Financial Organization
Debt Elimination Planning
Life Insurance
Disability Insurance
Retirement Planning
Investment Management
Investment Consolidation
401K Rollovers
IRA Transfers
Stocks, Bonds, Mutual Funds
Variable Annuities
529 Savings Accounts
Custodial Roth IRAs
Custodial Accounts
Education IRAs
Education Planning

Indexed Annuities
Fixed Annuities
Estate Planning
Trust Services
Retirement Income Planning
Long Term Care Insurance
Beneficiary Review
Long Term Care Planning
Social Security Strategy
1035 Insurance Exchange
1031 Land Exchange Consulting
Business Sale Consulting
Business Continuation Planning Education
Tax Planning
Charitable Giving
Gifting Strategies
Transfer on Death (TOD)

We suggest that you also discuss your specific situation with a qualified tax or legal advisor for some of these services as we do not provide tax or legal advice.