Services

Planning

Retirement
Income
College
Tax
Estate
Legacy
Business Succession
Special Needs
Investment Strategies

Insurance - representing over seventy quality companies

Whole Life Insurance
Universal Life - secondary guarantees available
Term Life Ins - Return of Premium - 10, 20, 30 Year Level Term
Variable Life Insurance - with/without no lapse protection
Survivorship Life - second to die coverage for estate planning
Disability - Own Occupation and Loss of Earnings Contracts
Health Insurance - Individual & Group Major Medical, HSA's
Senior Health Coverage - Medicare Supplements
Long-Term Care Coverage - Traditional, Single Premium & Linked
Annuities - Immediate, Deferred, Indexed, and Variable
International Medical and Travel Insurance

Securities through Mack Investment Securities, Inc.

Stocks & Exchange Traded Funds
Bonds - Tax Free and Taxable
Mutual Funds - representing more than sixty fund families
CD's, Money Markets, and other short-term instruments
529 College Saving Plans
Professional Money Management - Bond & Equity
Pension and Profit Sharing Plans, 401k, 457, 403B, SEP & IRA prototypes available

As Certified Financial Planners, we provide a level of competence and ability to do the job required, allowing you and your family to make the proper choices based on your personal goals and objectives.