Broker Check

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Mutual Funds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Planning Strategies
  • 401(k) Planning
  • 403(b) Planning
  • College Funding
  • Money Purchasing Plans
  • Profit Sharing Plans

P & C Insurance

  • Home and Auto Insurance
  • Farm Insurance
  • Commercial and Small Business Insurance
  • Personal and Commercial Umbrella 
  • Boat, Motorcycle, and RV Insurance
  • Motorsport, ATV, and Golf Cart Insurance
  • Renter's and Landlord Protection Insurance
  • Flood Insurance

Life & Health Insurance*

  • Medicare Supplement Insurance
  • Part D Drug
  • Health Insurance 
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance


* We do not offer every plan available in your area. Any information we provide is limited to those plans we offer in your area.

Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.