Investments*:

Professional Money Management Programs

• Mutual Funds 
• Stocks/Bonds
• IRA/401K/Profit Sharing Rollovers 
• Traditional and Roth IRA's 
• Fixed Annuities 
• Variable Annuities* 
• 529 Plans

Financial Planning*:

Personal

• Comprehensive Financial Planning* 
• Retirement Planning 
• Retirement Distribution Planning* 
•  Education Funding*

Business

• Employer Retirement Plans* 
• Succession Planning 
• Continuation Planning

Insurance:

• Life 
• Long Term Care 
• Disability

*These services are offered by Diane T. McIntee through her affiliation with Cambridge Investment Research.