• Investment Advisory Services*                                                                                                            

  • Retirement Planning

  • Money Management

  • Brokerage Accounts

  • Mutual Funds - Over 7,000 funds

• Employee Benefit Plans / Pension Plans                                                                                            

  • 401(a)  

    • Special Pay Plan for School Systems

  • 401(k)

    • Personal

    • Small Business

  • 403(b)

    • Schools

    • Non-Profits

  • 403(b)7

    • Schools

    • Non-Profits

  • Roth 403(b)   (Available as of 01/01/06)

    • Schools

    • Non-Profits

  • 457 (Deferred Comp.)

    • Governmental (Schools/Municipalities/Counties)

    • Non-Governmental

  • KEOGH Plans

• IRAs

  • Traditional

  • Roth

  • Educational

  • SEP IRA

• Estate Planning

  • Trust Agreements

  • Wills

  • Power of Attorney

    • Health Care

    • Durable

• Insurance Services

  • Annuities

    • Fixed

    • Variable

  • Health Insurance

  • Major Medical

  • Disability Income

  • Term Life Insurance

    • 5 to 30 year terms available

  • Universal Life Insurance

  • Variable Universal Life Insurance

  • Long-Term Care

• College Planning

  • 529**

    • **Section 529 plans offered: Are Not FDIC Insured; May Lose Value; Are Not Bank Guaranteed.  Favorable state tax treatment may be limited to investments made in a 529 college savings plan offered by the customer's home state. Customer should consult their tax advisor before investing.

  • Education IRAs

Roth Comparison Chart