·         Home Equity Loans

·         Investment Properties

·         Construction Loans

·         Credit Score Analysis and Repair
 

Professional Financial Services:
 

·         Retirement Planning Services

o        IRA’s

o        Traditional, Roth, Spousal and Rollover IRA’s

·         Simplified Employee Pensions (SEP)

·         Savings Incentive Match Plans (SIMPLE)

·         Tax Sheltered Annuities (TSA)

·         401(k) / 403 (b) Plans

·         Deferred Compensation Plans

·         Retirement Income Planning

·         Legacy Planning

·         Retirement Distribution Planning

·         Limited Partnerships

·         Educational Funding

o        529 Plans

o        Coverdell Education Savings Accounts

·         Fee-Based Wealth Management

o        Custom Financial Plans, Retirement Plans, Estate Planning and Trust Services
 

Investment Services:
 

·         Variable Annuities

·         Stocks / Bonds / Mutual Funds / Options

·         REITs / UITs

·         Equipment Leasing

·         Oil / Gas Exploration Investments
 

Life Insurance:
 

·         Whole, Variable, Universal and Term.

·         Fixed Annuity Products

·         Long-term Care Insurance

·         Disability Insurance

·         Equity Index Annuities
 

Health Insurance Plans:
 

·         Senior Health Insurance Products

o         Medicare Advantage, Complete, Supplements and Rx Coverage Plans

·         Individual Plans / Short-term Interim Coverage

·         Small and Large Group Plans
 

Property and Casualty Insurance:
 

·         Auto Insurance through AIG Agency Auto: Guaranteed Issue

·          Liability Insurance

·         Business Insurance

·         Fidelity and Surety Bonds
 

Accounting Services:
 

·         Payroll Services

·         Book Keeping

·         Business Plan Review