Products & Services
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.
Investments

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