Products & Services At our firm, we provide assistance in the following areas: INVESTMENTS Stocks/ CD's/ BondsMutual Funds Tax Sheltered AnnuitiesEducational IRA/ 529 PlansBrokerage AccountsPension Plan Design including 401(K) Roth IRASEP IRASimple IRATreasury BillsTraditional IRATreasury NotesVariable AnnuitiesRetirement Plan Distribution Options INSURANCE Variable Life Traditional Life Second to DieTerm Life Long Term CareDisability Income ProtectionIndividual and Group Health FINANCIAL PLANNING Financial Plans Estate PlansRetirement Plans Pension Plan Design Money Management College Savings PlansEarly Job Termination Planning Investment Planning401 (k) Planning403 (b) Planning