Qualifications

Representatives in our financial planning services department, have been providing investment allocation, income planning, and estate distribution services for over 20 years. Our retirement department provides services to over 30 plan sponsors, with over 1,500 participants. We advise them on plan design, administrative and compliance requirements, as well as employee education and financial planning. Our Representatives have been providing investment management for these types of plans since 1991.

Each of our agents has extensive personal and professional experience, and hold various professional designations.  As qualified representatives they are registered and licensed to sell a variety of investment and insurance products.

 

We are looking forward to using our experience to help you pursue your financial goals.