Broker Check

705 E. Lincoln Av., #301
Normal, IL 61761

(309) 585-0249

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Our Products and Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Preferred Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • ETFs
  • Government Securities
  • Mutual Funds
  • Unit Investment Trusts
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Savings Plans
  • Estate Plans
  • Profit Sharing Plans
  • Social Security Benefits Maximization

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Services

  • Commission based accounts
  • Fee based accounts
  • Comprehensive Financial Plans
  • ERISA account advice..... 401 (k) & 403 (b)