Products and Services

We provide assistance in the following areas

Investments

  • Fee Based Investment Management Accounts
    • Consisting of the following type of investments
  • Individual Stocks, Stock Mutual Funds and Stock Exchange Traded Funds
  • Individual Bonds, Bond Mutual Funds and Fixed Income Exchange Traded Funds
  • Traditional, Roth, and Simple IRA's
  • 529 College Funding Plans

Retirement Plan Consulting Services

  • Retirement Plan Consulting Services - 3(21) and 3(38) Fiduciary Services
  • 401(k) and 403(b) Plan Design and Search Services
  • Investment Committee Participation and Guidance
  • Participant Education and Newsletters

Insurance

  • Life Insurance for individuals, groups or estate planning strategies
  • Disability Insurance
  • Long Term Care Insurance (traditional and hybrid policies)

Finanial Planning

  • Comprehensive financial planning
  • Planning for specific goals or events
 

Meet the Team

VIEW PROFILE
Todd Jones
Sr. LPL Financial Consultant
VIEW PROFILE
Cindy Widener
LPL Registered Assistant
VIEW PROFILE
Cindy Widener
LPL Registered Assistant