Investments

•    Annuities — fixed and variable.

•    Bonds - (Tax-Free, Government & Corporate) —convertibles, corporates, municipals, U.S. governments, and zero coupons.

•    Certificates of deposit —FDIC insured.

•    Individual Retirement Accounts (IRAs) - traditional and Roth IRA's.

•    Insurance - Life Insurance, Long-Term Care Insurance —various underwriters.

•    Money market funds—taxable and tax-exempt funds; with check writing & VISA card privileges and Online Bill Pay available.

•    Mutual funds—for conservative and aggressive investors.

•    Stocks—listed on all major exchanges.

•    Treasuries Securities—bills, notes, bonds, and agencies.