Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Tax Deferred Annuities (1)
- Disability Insurance (2)
- College Funding Programs (1)
- Sec. 529 College Funding Plans (1)
- Individual & Group Health Insurance (2)
- Pension Distribution Alternatives (2)
- Traditional/Roth IRA's (1)
- General Insurance Review (2)
- Mortgage Protection Insurance (2)
- Mutual Funds (1)
- Term Life Insurance (2)
- Fee Based Investment Programs (3)
- Estate Planning & Review (2)
- Long-Term Care Insurance (2)
- Elder Care Planning (2)
- Third Party Asset Management (3)
(1) Securities offered through TFS Securities, Inc., member FINRA & SIPC (2) Insurance services offered through TFS Insurance Agency, Inc. (3) Investment Advisory services offered through TFS Advisory Services