Our Services

 

 As a financial services broker dealer we specialize in:

  • Professional Managed Money Accounts
  • Financial Planning
  • Pension Rollovers 
  • Discount Stock and Bond Trading (In person or on the internet)
  • Mutual Funds
  • Annuities
  • Oil and Gas Investments
  • REIT's (Real Estate Investment Trusts) 
  • Life, Disability, Health and Long Term Care Insurance
  • Group Health, Life, Dental, Vision, LTC, Etc
  • Pension Services (401k, 403b, Defined Benefit Plans)
  • Employee Benefits
  • College Financial Planning 
  • Personal Auto, Home, Business, and Health Insurance through InFocus Advisors
  • Commercial Property & Casualty Insurance through InFocus Advisors
  • Payroll Services through InFocus Advisors
  • Banking (CDs, Mortgages, Checking, Credit Cards)