Larry P. Milliron
Robert A. Henderson Jr.
Our Services
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Investments
Bonds
Common Stock
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Treasury Bills
Government Securities
Treasury Notes
Variable Annuities
Unit Investment Trusts
Financial Planning
Retirement Planning
401(k) Planning
403(b) Planning
College Saving Plans
Estate Planning
Profit Sharing Plans
Social Security Planning
Insurance
Disability Income Insurance
Life Insurance
Long Term Care Insurance
Fixed Annuities
Group Plans
Tax Planning
Tax Efficiency Planning
Distribution Strategies