Wealth Accumulation
Wealth-Accumulation
Developing financial strategies with your long-term savings goals as a guide. Whatever your goals may be - helping your children afford college; paying for a wedding, a family trip, or a vacation house; early retirement; or being able to leave a legacy to your heirs or a favorite charity - we can help you establish a strategy utilizing such products as:
- Fixed and Variable Annuities
- Mutual Funds
- Stocks and Bonds
- 529 College Savings Plans and Coverdell Education Savings Accounts