Your Full Service Investment Firm Busy lifestyles and multiple priorities make successful investing more challenging that ever. In today's complex and ever changing financial marketplace, it's important to take a team approach to prepare for your financial future. When you join with us, you create a powerful team.We strive to make investing simple with easy access to your accounts, a simple to understand statement and fast response to your inquiries.With the expertise of your financial advisor and the convenience of a full-service investment firm at your command, preparing for your financial future can help make your dreams more achievable. We're ready to help you turn your financial goals into a reality. Beginning an investment program is easy. We provide assistance in the following areas: Investments Mutual Funds Unit Investment Trusts Fixed and Variable Annuities Stocks Bonds Individual Retirement Accounts Financial Planning Retirement Plans Tax Plans 401(k) Planning 403(b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans Insurance Disability Income Insurance Life Insurance Long-Term-Care Insurance Our Quality Assurance We utilize a number of sophisticated techniques to fulfill our mandate of identifying and evaluating quality products that meet the needs of our customers and then maintain a record of "diligent and informed deliberation," in the selection of products made available.