Our Services

INVESTMENTS

• Bonds
• Common Stock
• Educational IRAs
• Traditional IRAs
• Roth IRAs
• SEP-IRAs
• SIMPLE IRAs
• Brokerage Accounts
• Treasury Bills
• Government Securities
• Treasury Notes
• Variable Annuities

FINANCIAL PLANNING

• Retirement Plans
• Tax Planning 
• 401(k) Planning
• 403(b) Planning
• College Plans
• Estate Planning
• Money Purchasing Plans
• Profit-Sharing Plans

INSURANCE

• Disability Income Insurance
• Life Insurance
• Long-Term Care Insurance
• Fixed Insurance products offered through CES Insurance Agency

WHAT WE CAN DO FOR YOU

We can help you address:

• Investing principles and strategies
• Retirement investing and distribution strategies
• Estate conservation issues
• Risk management analysis

We also can answer your questions, such as:

• Can I retire early?
• Are my investments working hard enough?
• What’s a good approach for college savings?
• What are the elements of a sound estate strategy?
• Do I have enough life insurance for my family?