Products and Services

Diversity and Flexibility

In addition to helping you maintain the standard of living to which you have become accustomed, we want to help you preserve your wealth for your children and grandchildren. In developing and maintaining a well thought-out wealth accumulation plan, we focus on a variety of personalized strategies using a variety of financial products, such as:

Personal Services

  • Fee-based Investment Management*
  • Personal Financial Plans
  • Risk Management Planning
  • Stocks, Bonds & Mutual Funds
  • Trust Planning
  • Estate Planning
  • Education Planning
  • Traditional and Roth IRA
  • Government Securities
  • Variable and Fixed Annuities


Corporate Services

  • Corporate 401(k) Plans
  • Profit-sharing Plans
  • 403(b) Plans
  • SEP IRAs
  • Simple IRA
  • Money Purchases Plans
  • Tax Planning Services - offered thorugh CPA Partners**
  • Health Care Benefits**
  • Fort Washington Financial

*offered through LPL Financial
**Tax and health care services are not endorsed by LPL Financial.

SJK Squares