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
Indexed Products - Annuities and Life
Term and Permanent 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.