Broker Check

Products & Services

We provide assistance in the following areas:

Fiduciary Services

  • AIF (Accredited Investment Fiduciary)
  • AIFA (Accredited Investment Fiduciary Analyst)
    • Level 1 (SAFE)
    • Level 2 (CAFE)
    • Level 3 (CEFEX Certification)
  • A Level III Verification, or “Certification,” is the formal process of verifying that a nonprofit board and management meets the defined global standards of excellence defined by Fi360 and the Centre for Fiduciary Excellence® (CEFEX®).

Investments

  • MY ACCOUNT
  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

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