Our Services
EXPERIENCE YOU CAN COUNT ON
We offer a wide range of financial services including, but not limited to... Income planning (Taxable and Tax-Free), Legacy Planning, Long Term Care and uncapped, safe Market Linked Returns on long-term investments.
Financial Well Being
Your financial well being depends on the decisions you make now. There are numerous incentives available to individuals who wish to set aside income for use in the future. Our advisors will determine what programs are for you.
Legacy Planning
Do you want to leave more than just memories to your family?
Most people want to leave something to be remembered by to their children or grandchildren, but there are specific Income Tax Free ways to do this with pre-tax and after-tax money.
Income Planning 
We will create an income plan for you. We'll help with your portfolio and set up a program for both current and future income needs. Understanding real inflation, future taxes and lifestyle needs are critical in a solid plan.
We help prepare for market changes, regardless of the climate.
An overview
Investment Services*
* Investment Services offered through an Investment Advisor Representative
Advisory Services offered through Capital Asset Advisory Services, LLC., a registered investment advisor
*Guarantees are based upon the claims paying ability of the underlying insurance companies. Annuities are best suited for long term investors. Any strategy utilizing investments carries an element of risk. Withdrawals from an annuity prior to age 59 1/2 are subject to a 10% tax penalty in addition to income taxes on earnings.