Products & Services

Insurance Types: Annuities, Life, Health, Disability, Long Term Care, Fire, Home, Auto, Boat, Yacht, Jet Ski, RV, Motorcycle, ATV, Camper, Business, General Liability, E&O, Officers and Directors, Home Owners Associations, Renters, Weddings, Worker's Compensation, Property & Casualty, Bonds, Surety Bonds, International Travel & Health.

Tax Services: Consultation and Tax Preparation for both Individuals and Small Businesses.

Banking Assistance: CD's, Checking Accounts, Savings Accounts (minimum of $1,500.00 required to open an account). ATM and Credit cards available with online banking services. Interest rates above most other institutions. FDIC insured.

Mortgages: Competitive interest rates for those with FICO scores above 670.

Financial Planning: Comprehensive planning for retirement, estate, college and special goals with plans tailored specifically for you.

Asset Management: Personalized asset management where we will develop, implement and monitor your investments. This service is not available to everyone; a personal meeting with our Wealth Management Consultant is required to determine proper fit and Trusted Advisor relationship. Normal minimum asset requirement is $100,000 and may be waived with interview.