Products and Services

Traditional Investments

• Mutual Funds 
• Exchange-Traded Funds (ETFs) 
• Taxable Fixed Income 
• Municipal Bonds 
• Stocks and Stock Options 
• Unit Investment Trusts (UITs) 

• Fixed and Variable Annuities 
• Individual Retirement Accounts (IRAs) 
• 529 College Savings Plans 
• Employer-Sponsored Retirement Plans 
• Certificates of Deposit (CDs)

Alternative Investments

• Structured Products
• Managed Futures
• Commodities and Precious Metals 

• Non-Traded Real Estate Investment Trusts (REITs) 
• Non-Traded Business Development Companies (BDCs) 
• Equipment Leasing 
• Oil and Gas Programs

Investment and Financial Services

• Comprehensive Financial Planning 
• Retirement Planning 
• Post-Retirement Income Planning 
• Tax Planning 
• Estate Planning

• Charitable Planning 
• College Planning 
• Account Consolidation 
• Life Insurance Reviews 
• Employee Stock Options Planning

Insurance Services

• Life Insurance 
• Life Insurance for Estate Planning 
• Long-Term Care Insurance