Investments

Retirement planning:

  • Estate planning
  • Charitable giving
  • College planning
  • Tax-managed investing

Fixed Income Investments:

  • Municipal bonds
  • Unit investment trusts
  • Government securities
  • Brokered CDs
  • Corporate bonds
  • Fixed annuities

Equity Investments:

  • Mutual Funds
  • Common stock
  • Preferred stock
  • Variable annuities

Summary

Securities, advisory services, and insurance products are offered through affiliates are:

  • NOT INSURED BY THE FDIC OR ANY OTHER FEDERAL AGENCY
  • NOT A DEPOSIT
  • NO BANK GUARANTEE
  • MAY LOSE VALUE

Important Consumer Information:

This site is for information purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's license requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. 3. Representatives are registered to offer securities in the following states: OK & TX