Our Services

Building your financial future is our goal. We can help you with:

  • Investment Strategies*
  • Fee Based Financial Planning*
  • Tax Sheltered Anuities:
    • Fixed
    • Variable*
  • Mutual Funds*
  • Business Benefit Planning *
  • 401ks:
    • New Business Transfers
    • Rollovers
  • Financial Strategies
  • Advisory Accounts*
  • IRAs:
    • Traditional
    • Roth
    • SEP
    • SIMPLE
    • Transfers and Rollovers
  • Education Funding *
    • 529 Plans
    • Coverdell IRA
  • Life Isurance
  • Pre and Post Retirement Planning    

*Laura Leavitt, Registered Representative/Investment Advisor Representative

In addition, we have independent insurance specialists in our office who can provide:

  • Health and Dental Insurance for Individuals and Groups
  • Long-Term Care Coverage
  • Medicare Supplements
  • Business Partner Insurance
  • Key Man Insurance
  • Disability Coverage