Wealth &
Protection Planning


Brokerage Accounts

An arrangement between an investor and a licensed brokerage firm that allows the investor to deposit funds with the firm and place investment orders through the brokerage (e.g. stocks, bonds, mutual funds, ETFs, etc.), which then carries out the transactions on the investor's behalf.

Mutual Funds

An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments, and similar assets.


A type of security that signifies ownership in a corporation and represents a claim on part of the corporation's assets and earnings.


A debt investment in which an investor loans money to an entity (corporate or government) that borrows the funds for a defined period of time at a fixed interest rate.  Bonds are used by companies, municipalities, states, and U.S. and foreign governments to finance a variety of projects and activities.

Fixed Annuities

An insurance contract in which the insurance company makes fixed dollar payments to the annuitant for the term of the contract.

Variable Annuities

An insurance contract in which, at the end of the accumulation stage, the insurance company guarantees minimum payment.  The remaining income payments can vary depending on the performance of the managed portfolio.

Retirement Plans

A savings and investment plan that provides income during retirement.

"In the long run, it's not just how much money you make that will
determine your future prosperity.  It's how much of that money you put
to work by saving it and investing it."

-Peter Lynch

Contact Us Today
privacy policy