Investment Products

Annuities, 401k Rollovers, IRAs, Group Retirement Plans, College Savings Plans, CDs, & Investment Strategies

Annuities

Does the idea of losing income in retirement worry you? Annuities can bridge the earnings gap you will face when you retire. An annuity offers a tax-advantaged means to set money aside for retirement. Call us to discuss the opportunities an annuity can provide!

401K Rollovers

Have you recently retired or quit your job? We offer services to “roll” that money into an individual retirement account that matches your risk tolerance and investment objectives. Talk to us to see what options are available to you.

IRAs

IRAs are a vital component of your retirement plan. They give you the freedom of investment choice and offer different tax advantages to suit your needs. IRAs are easy to open, so let us help you invest. Your future is important!

Group Retirement Plans

Setting up a retirement plan can help attract and retain talent in your business. With a variety of investment options, we make sure to provide a cost-effective plan that matches your employees’ goals.

College Savings Plans

College is expensive and that cost isn’t expected to decrease anytime soon. Establishing a 529 (College Savings Plan) can ease the financial burden. College Savings Plans are tax-advantaged accounts that can be used to fund secondary education. Call us to explore your options!

CDs

Concerned of market fluctuations? Consider a CD. CDs allow investors to invest a lump-sum of money at a fixed rate of return for a certain period of time. These instruments give investors financial confidence with guaranteed returns and FDIC protection*. Call us to discuss your options.

*CDs are insured up to $250,000 per depositor, per institution.

Investment Strategies

Are you someone who likes to take risks? Or are you someone who likes to play it safe? Whichever one applies, we can help you determine what strategies and options are available to reach your financial goals.