Services

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"Financial winners don't run sprints, they run marathons.
They don't rush. They do it step by step over time".


-Dave Ramsey

PLANNING SERVICES

Financial planning is about three key things: finding out where you stand financially, naming your personal financial goals, and creating a plan to reach those goals. It’s that easy!

  • Retirement Planning
  • Insurance Planning
  • Investment Planning
  • Tax Planning
  • Planning for Health Car

EQUITIES

For over three decades we have effectively financed numerous generations of families into their dream home. The fundamental goal of Financial Equities is to establish and develop positive relationships through the highest level of customer service.

  • Stocks
  • Mutual Funds
  • Unit Investment Trusts
  • Real Estate
  • Tax Credit Programs

FIXED INCOME

A fixed-income security is an investment that provides a return in the form of fixed periodic interest payments and the eventual return of principal at maturity. Unlike variable-income securities, where payments change based on some underlying measure

  • Government Bonds
  • Corporate Bonds
  • Municipal Bonds
  • Mutual Funds
  • Unit Investment Trusts

INSURANCE PRODUCTS

With the variety of life insurance and financial products we provide, we can help you meet a number of business and financial needs. We invite you to give us a call about the insurance and financial products we provide.

  • Term
  • Universal Life
  • Disability
  • Long Term Care
  • Medi-Gap