Our company is built on a solid foundation of excellent client service and in-depth market knowledge. Portfolio Management, Stocks & Bonds, Direct Investments, Exchange Traded Funds, Mutual Funds & CD's, Brokerage Accounts, IRA/Roth/TSA Accounts, Company Retirement Plans, SEP IRA, Simple IRA, Treasury Bills, Government Securities, Treasury Notes, Variable And Fixed Annuities, Retirement Plans, Tax Plans, 401 (k) Planning, 403 (b) Planning, College Plans, Estate Plans, Money Purchasing Plans, Profit Sharing Plans, Disability Income Insurance, Life Insurance, And Long Term Care Insurance. Portfolio Management,Stocks & Bonds,Direct Investments,Exchange Traded Funds,Mutual Funds & CD's,Brokerage Accounts,IRA/Roth/TSA Accounts,Company Retirement Plans,SEP IRA,Simple IRA,Treasury Bills,Government Securities,Treasury Notes,Variable And Fixed Annuities,Retirement Plans,Tax Plans,401 (k) Planning,403 (b) Planning,College Plans,Estate Plans,Money Purchasing Plans,Profit Sharing Plans,Disability Income Insurance,Life Insurance,And Long Term Care Insurance