Products and Services

To get them started on the right foot, Michele advises younger members on the basics of securing an emergency fund and obtaining proper insurance before broadening their financial scope. To assist more mature members in finding their stride, Michele helps explore the immense benefits of college, retirement, and legacy planning, as well as investment management, mutual funds and annuity products.

Our full range of products and services include:

Mutual Funds

Fixed Annuities

Variable Annuities

Life Insurance

Disability Insurance

Long Term Care Insurance

Retirement Planning

College Planning

529 Plans

Savings

Fee-based Investment Advisory Services

Brokerage & Non-Brokerage Accounts

Legacy Planning