Services & Products

Services

Retirement Planning

Are you prepared for your retirement? Let us help you estimate where you will be with things as they are--then where they could be with a few changes.

Estate Planning

Planning your estate is an ongoing process. Have you planned to reduce federal estate taxes?

College Planning

Learn college funding strategies. Call for information.

 

 

Products

Managed Accounts

Many of our clients prefer fee-based accounts using third party money managers.

Mutual Funds

Variable Annuities

Fixed Indexed Annuities

Variable Universal Life Insurance

Fixed Indexed Life Insurance

Limited Partnerships

Stocks and Bonds

Although our emphasis is on professionally managed money, we can help with a stock or bond trade.

Term Life, Disability, Long Term Care Insurance

Recognized carriers such as Genworth, Lincoln Benefit, Transamerica, Prudential, and others are available to serve our clients' needs. 

 

Securities and Investment Advisory Services offered through CIR. Non-securities products and services are not offered through CIR. CIR is not affiliated with Genworth, Lincoln Benefit or Prudential. Securities are : * not NCUA insured * not deposits, obligations of, or guaranteed by any credit union *subject to investment risk, including the possible loss of principal amount invested.