Our Services

Products and services we offer

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

401(k) retirement plans and Individual Retirement Accounts

Tax Planning and Tax Returns 

Refinance, Purchase and Reverse Mortgages 


Mutual funds, ETF’s and similar securities 

U.S. Treasuries securities 

Group retirement and savings plans 

Simplified Employee Pension Plans 

Qualified retirement plans 

Investment grade life insurance and all traditional life Insurance plans

Long-term care and disability insurance 

Wealth Management and Portfolio Management 

Shorline Financial Services

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