Health Insurance

Medicare (Supplements & Advantage)

Prescription Drug Plans

Dental & Vision

Life Insurance

Long Term Care

Cancer, Stroke, Heart (Critical Illness)

Accident Plans

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Retirement Planning

Tax Sheltering

Legacy Planning

401k/ IRA/ SEP

College Funds

Lifetime Income

Social Security Planning

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Stocks / Equities

Bonds

Mutual Funds

Real Estate

Cryptocurrencies / Digital Assets

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Estate Planning

Trusts

Inflation Protection

Tax Sheltering

Capital Preservation

Accumulation / Growth

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Interested in more aggressive investing strategies or learning to actively trade yourself?

- Actively Managed Aggressive Growth Trading Funds

-Trade School (learn to actively trade yourself)

- Options & Futures Trading

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Want to Do it Yourself but not By Yourself?

We offer a complete suite of services to help you with everything from initial setup of Retirement, Brokerage, Trading & Custodial Accounts to "On Demand" support and guidance to help keep you on track.

- Investing & Trade School

-Portfolio Rebalancing Support

- Investing Club

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