Retirement Planning

• Traditional IRAs
• ROTH IRAs
• 401(k) plans
• SEP IRAs
• SIMPLE IRAs

Equities

• Common stock
• Preferred stock
• Exchange Traded Funds (ETFs)
• Dividend reinvestment

Mutual Funds

Fixed Income

• Municipal Bonds
• Corporate Bonds
• Unit Investment Trusts (UITs)
• Certificates of Deposit

Education Planning

• 529 Plans
• Coverdell Education Savings Accounts

Annuities

• Immediate
• Fixed
• Variable

Estates

• Trusts
• Transfer on Death (TOD)

Insurance

• Life
• Long Term Care