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Products

We have a wide variety of products available to fit your unique situation. Whether you need to do a 401k rollover, start a college savings plan for your children or grandchildren, do future legacy planning, or plan for any other financial step along the way, we can help you. Some of our products include:

  • IRAs (Traditional, Roth, SIMPLE, SEP)
  • 529 Plans
  • Life Insurance
  • Long Term Care
  • Brokerage Accounts
  • Funeral Trusts

Managed Account Advisory Fee Schedule:

Up to $500,000 = 1.25%
$500,000 - $1,000,000 = 1.15%
Over $1,000,000 = 1.00%