Kristi Ellington Appointment IconKristi meets by appointment and offers a one hour complimentary consultation.

In these unusually challenging times a second opinion may be of great value. Take her up on her offer, you have nothing to lose and potentially much to gain!


The following is an overview of some of the products and services our team can provide you.

ic-1335Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Fixed Annuity

ic-104Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

ic-4275Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

 


Markets change, dreams don’t.