Products & Services

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.