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
Disability, Long Term Care, and Medicare Supplements
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. InNet Financial, RDM Partners, and the credit union are not affiliated with Cambridge. Non-deposit investment products are not NCUA insured, not credit union guaranteed, may lose value.