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