We are determined to provide a high level of personal service and act as a "solutions provider" for all of our clients financial needs. We can help you execute a sound financial program utilizing the following products and services: Tax management, Investment management, Retirement strategies, Estate conservation, Insurance and annuity products, Separately managed securities and fixed income, Mutual Funds, Institutional money managers, Exchange Traded Funds (ETF), Master Limited Partnerships (MLP's), Oil & Gas Partnerships, Equipment Leasing, Real Estate Investment Trusts (REIT's).