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Our Services

Every successful investment strategy depends on three things: goals, time horizon and tolerance for risk. You need an investment advisor who will take the time to understand what each of these criteria means to you, and then work with you to design an investment strategy as unique as you are.

Your goals are the driving force behind the financial guidance we offer. As corporate investment advisors with FSC Securities Corporation, we select the products and strategies that are right for you.

Individual Planning

  • Investment Management
  • Retirement Planning
  • IRAs (Traditional, ROTH, Rollovers)
  • Estate Planning
  • College Planning
  • Insurance: Health, Life, Disability Income, Long-Term Care,Dental & Vision, Annuities
  • Medicare Supplement



Employee Benefits*

  • 401(k)’s, 403(b)’s and Simple IRAs
  • Simple Employee Pensions (SEP) and Defined Benefit Plans
  • Group Insurance: Health, Life, Disability, Long-Term Care, Dental & Vision
  • Employee Stock Options and Profit Sharing 



Executive Planning*

  • Business Continuation Planning
  • Buy-Sell Agreements
  • Key Man Life Insurance
  • Deferred Compensation


* Insurance services offered through Besselman and Associates