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 Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • 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?