Our Services
Our combined experience, credentials, and knowledge of a wide range of products and services allow our firm to provide top-quality, cost effective financial strategies that are designed to help our clients realize theri financial goals.
Whether creating a customized executive benefits program for a business, implementing a needs-based insurance startegy, or preparing a detailed asset allocatin analysis, our mission is simple: to provide our clients with innnovative, customized financial strategies tailored to their specific goals.
As registered representatives of Huntleigh Securities, we offer a variety of financial products and services that are designed to help you plan for, build, and achieve a more secure financial future. These include:
- Retirement Planning
- Business Succession Planning
- Estate Planning
- Unit Investment Trusts
- Fixed and variable annuities
- Variable and traditional life insurance
- Tax advantaged annnuities
- 401(k) and other employer-sponsored plans
- Asset management accounts
- Mutual funds
- Fee based asset management
- Brokerage Accounts
- Buy-sell plans
- Key-person insurance
- Asset allocation strategies
- Disability income insurance
- Long-term care Insurance