Products & Services

Office - Reviewing charts during a meeting

Financial Planning

Complete Portfolio Analysis
Retirement Planning & Distribution Planning
Wealth Preservation/Estate Planning
Retail and Institutional Money Management Services
Qualified Plans & Benefits
College Funding Plans
401(k), 403(b), SEP, Simple, etc.

Close-up of stock market ticker

Investments

Stocks/Bonds
Mutual Funds
Brokerage Accounts
Traditional/Roth IRA’s
Annuities
TPAM Accounts

Office - Looking at charts and numbers

Insurance

Estate Preservation (I.L.I.T)
Disability Plans
Group & Individual Life
Group Health
Individual Life
Long Term Care Insurance
Irrevocable Trust Insurance

Fixed Insurance products and services offered through CES Insurance Agency or Oakwood Financial services, LLC.

Office - Financial consultant reviews investments with a couple

Legal & Accounting Firms

Our clients are afforded discount arrangements with several Legal & Accounting Firms for their needs in establishing:

Wills/Trusts/Durable Powers
Accounting & Tax Preparation