Investment Options

Investment Options

We have available a wide-range of diversified financial products. Let me help you work through the many choices available, in an objective manner. I offer independent financial advice. Below is a collection of many of the financial products that we could consider:


  • NYSE-listed stocks
  • NASDAQ over-the counter
  • All other major exchanges
  • Margin accounts

Cash Management

  • Money market accounts
  • Insured CDs offered from many national banks

Retirement Accounts

  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Education IRAs
  • Simple IRAs
  • Qualified Plans

Mutual Funds

  • Open-end funds
  • Closed-end funds
  • Dividend reinvestment

Asset Management

  • Independent manager search
  • Performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation


  • Treasury Bonds
  • Corporate Bonds
  • Tax Free and Taxable Municipal Bonds
  • Zero coupon Treasury Bonds

Government Securities

  • Treasury bills
  • Treasury notes
  • Treasury bonds


  • Fixed annuities
  • Variable annuities
  • Term life
  • Variable life
  • Universal life
  • Long-term care
  • Indexed Universal Live Insurance

Alternative Investments

  • Real Estate Investment Trusts.."REITS"
  • Master Limited Partnerships "MLPs"

College Planning

  • Education and 529 plans

For more information on any of the above investment products and services, please contact us.

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