Our Services
Our Services for Groups and Individuals Include:
Advisory Products
- Comprehensive Retirement Planning
- Advisory Exchanged Traded Funds
- Advisory Managed Mutual Funds Accounts
Investment Advisory Services offered through Interactive Financial Advisors Inc.
Securities
- College Savings
- Mutual Funds
- Variable Annuities
- Variable Life
Securities offered through Fortune Financial Services, Inc.
Medical & Supplemental Insurance
- Dental
- Disability
- Health
- Life & Annuities
- Long Term Care
- Vision
Property & Casualty Insurance
Personal Insurance
- Auto
- Homeowners
- Boat
- Umbrella
Business Insurance
Retirement Plans
- 401k, Simple, SEP, 403b, 457
Business Owners Insurance
- General Liability, Workers Compensation, Equipment Coverage, Bonds, Directors & Officers, Errors & Omissions
Employee Benefits
- Health, Dental, Disability, Life
Key Person Insurance
- Life, Disability, Business Buy-out, Employer Exit Strategies