Broker Check

Our Services

Our Services for Groups and Individuals Include:

Advisory Products

  • Comprehensive Financial Planning
  • Advisory Managed ETFs

Investment Advisory Services offered through Interactive Financial Advisors Inc.

Securities

  • Mutual Funds
  • Variable Annuities
  • Variable Life

Securities offered through Fortune Financial Services, Inc.

Investment Plans

  • Custodial Accounts
  • College 529 Individual Joint
  • IRAs (Traditional, Rollover, Roth)

Medical & Supplemental 

  • Dental
  • Disability
  • Fixed Annuities
  • Health/Medicare
  • Life (Term, Whole Life, Universal)
  • Long Term Care
  • Vision

Property & Casualty Insurance  

Personal Insurance

  • Auto
  • Homeowners
  • Boat
  • Umbrella

Business Insurance

Business Owners Insurance

  • General Liability, Workers Compensation, Equipment Coverage, Bonds, Directors & Officers, Errors & Omissions


Business

  • Employee Benefits
    • 401k
    • 403b
    • 457
    • SEP
    • Simple IRA
  • Business Owner Insurance

Schedule a Consultation!

Thank you! Oops!