Services
Investment Services
- Stocks
- Bonds
- Mutual Funds
- Exchange Traded Funds
- Closed End Funds
- IRA’s
- Individual Accounts
- 401K’s
- All Fee Based, no commissions
Insurance Services
- Fixed Index Annuities
- Fixed Annuities
- Life Insurance
Our Hedging Strategy
What makes us different is our hedging strategy. We will show you how this strategy could have prevented most of the losses in the 2008 Stock Market Crash, the Nasdaq Bubble of 2001, and the most recent 20% pullback of 2017. We can virtually put an account in neutral when certain technical barriers are broken.
Fixed Index Annuities
Fixed Index Annuities can be a very important part of your investment strategy. They allow you to eliminate Market Risk by only participating in the gains of the underlying index returns but never the losses. If the index goes down for your time period you get zero instead of a loss.