Fee-based Asset Management

  • Fidelity Investment Adviser Platform with Black Diamond Performance Reporting
  • Hilltop Securities IMG Advisory Platform
  • Hundreds of Separate Account Managers and Investment Styles

Mutual funds

  • Large-cap
  • Small-cap
  • Sector
  • International

Exchange Traded Funds

  • Bond – Municipal * Corporate * Government

Real Estate Investments

  • Private and Public REITs

Online Account View and Check Writing Privileges

Insurance Products

  • Top rated carriers
  • Fixed and variable annuities
  • Equity Index Annuities
  • Whole life
  • Term life
  • Universal life
  • Group and individual insurance
  • Disability insurance
  • Long-term care
  • Health

Estate and Financial Planning

  • Intergenerational wealth transfer
  • Donor advised funds
  • Planned giving

Unbiased and Independent

  • No packaged or proprietary products
  • Full range of investment options and styles
  • Competitive management fees and commissions

Group Retirement Plan Implementation

  • 401k Plans
  • 403b Plans
  • Simple IRA Plans
  • Sep IRA Plans
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