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