Our Services

To reach your financial goals, we offer a variety of products that can help us create an investment   plan unique for your particular situation.  In doing so, we consider your age, risk tolerance, time horizon and your overall objectives.

We take pride in our independence.  We will work with you either on a fee or commission basis.  The approach will depend on which one you are most comfortable with.
  
We have listed below many of the services and financial products we offer and make available.  They include:
 
Fee Based Asset Management Services *
  • Preferred Asset Management
  • Private Money Management
  • Timing Services
Personal Investment Plans *
  • Mutual Funds *
  • Stocks *
  • Bonds (taxable and tax free) *
Retirement Plans
  • Individual Retirement accounts (IRAS)
  • Simplified Employee Pensions
  • Simple IRAs
  • 401 (k) plans
  • 403 (b) plans
  • Profit sharing and Money Purchase
Our Insurance products include options such as:
  • Annuities (Fixed and Variable) *
  • Life (Term and Cash Value)
  • Long Term Care
Basic Financial Planning *
  • Retirement Analysis and Planning
  • General Financial Planning Advice
 
Employee Financial Education
  • Retirement Planning
  • Financial Planning
  • Customized Topics 
Please feel free to email us and we will be happy to send you our free information on any of the above services or products.
 
* Securities and investment advisory services are offered through Financial Network Investment Corporation