Personal Solutions

We offer a wide variety of products and services to help you solve today’s personal financial problems and to prepare for the future.

Financial Resource Services

  • Life & Disability Income Insurance Needs
  • Review of Savings and Investments
  • Retirement Income Needs
  • Budgeting and Cash Flow Study

Retirement Products & Services

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities
  • Retirement Needs Review
  • Long Term Care Insurance

    Tuition Funding Programs

  • College Costs Analysis
  • Insurance and Investment Products

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services

    Estate Planning

  • Estate Preservation
  • Tax Reduction Strategies
  • Charitable Giving