Products & Services

Our Process

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.
Our History

Investments

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

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.

Our Resources

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