Some of Our Products

Investment products come in an increasing variety of security and risk levels every year. And your need for a specific product is determined last in the process of financial planning and service. The reason for this is that the use of a particular product is determined solely by the consumer and financial professional after assessing needs, goals and suitability. In fact, some products are restricted from general use unless the investor meets certain criteria set by regulators or financial institutions.

The product list in this website is not intended to be an all inclusive list and is only partially Representative of the many available products you may use. Financial products are usually designed to meet a specific need that person may need at a given time. Differences in insurances or mutual funds or direct participation programs need to be carefully selected to satisfy the individual circumstances and needs of a client.

Our first product is service. Financial Planning and Investment Advisory services are available at your request for a fee. Fixed or Hourly fees are available for Financial Planning and asset based fees are available for Investment Advisory services through Investors Capital Advisory. The process of completing a financial plan and the advantages of using investment advisory services are a hot topic these days due to the complexities of the financial world and the need for a steady hand and discipline over time to achieve the results you want. A good planner or advisor isn't any more necessary than a good map, or a good plumber; until you're lost or under water. By then the damage is done and you've either wasted time or done a lot of damage. So why not look into professional planning now.  

We do offer many Mutual Funds. AIM, Fidelity, Oppenheimer, Rydex, Vanguard, Putnam, Janus and hundreds of other families and specialty funds.

Individual stocks are traded through the Pershing platform and an account can be set up so you can trade direct.

Bonds are also traded through Investors Capital Corporation. ICC has two bond experts that can recommend and help with bond trades and some new structured
offerings.

1031 Exchange Programs for real estate investors that want to defer some capital gains exposure. Raw land, Warehouse, residential, industrial, class "A" offices, and other direct participation programs are available. These are primarily for qualified investors.

Tax advantaged Leasing programs for the sophisticated investor needing some alternative income producing investments.

Life Insurances are needed in business and personal settings today. Whether for personal protection or to fund a buy/sell agreement, we can find the right policy.

Disability insurance is often overlooked until a serious illness hits and then it may be too late. Your most important asset is your ability to earn a living. Get a quote now!

Oil and gas prices are in the news. We have oil and gas investments for the qualified investor that wants to participate in some high risk, tax sheltered investments. Get a tax write off and some investment opportunities associated with the energy industry.

Annuities offer guarantees no other investment can provide. See why many retirees and others use tax deferred annuities to provide growth and tax deferred income to their portfolio. Variable and fixed annuities are available.

Long Term care insurance is becoming a necessity. With life expectancies on the rise the possibility of needing long term care increases. You can preserve your assets and get the care you need. If you are a business owner you may want to consider it as a benefit package!