Services and Products
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.
Planning your estate is an ongoing process. Have you planned to reduce federal estate taxes?
Learn college funding strategies. Call for information.
Many of our clients prefer fee-based accounts using third party money managers.
Fixed Indexed Annuities
Variable Universal Life Insurance
Fixed Indexed Life Insurance
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.