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.

