Products & Services
We offer access to a wide array of financial products to help accommodate your diverse needs. These products include
Investments
- Stocks
- Mutual Funds
- Bonds
- Money Market
- Government Securities
- 529 College Education Plans
Retirement Plans- Individual
- Traditional IRA
- Roth IRA
- Rollover IRA
- TSA / 403(b)
Retirement Plans - Business
- 401 (k)
- SIMPLE IRA
- SEP IRA
- Profit Sharing
Annuities
- Fixed Annuity
- Immediate Annuity
- Variable Annuity
Life Insurance
- Term Life
- Permanent Life
- Variable Life
Health Insurance
- Individual Health:
- Wellmark Blue Cross Blue Shield
- Avera Health Plans
- Sanford Health Plan
- Medicare Supplement
Other Insurance
- Long-Term Care
- Disability Income
- Individual Health
- Individual Vision
Employer Benefits
- Benefit Consulting
- Group Health Insurance
- Retirement Plans
- Disability Benefits
Retirement Plans - Business
- Dental Insurance
- Vision Insurance
- Salary Continuation
- Deferred Compensation
We have financial advisors to help with a variety of financial services, including:
- Estate Planning
- Retirement Planning
- Education Planning
- Financial Consulting
- Investment Analysis
- Risk Management
If you have any questions or concerns regarding your investments, health, life, and long-term care insurance please contact our professionals below for assistance:
Life & Long Term Care
Medicare Supplements
MEDICARE ADVANTAGE PLANS
Wellmark BCBS
Sanford
MEDICARE COST PLANS
Medica
MEDICARE SUPPLEMENTS
Wellmark BCBS
Mutual of Omaha
AARP
Medica
Avera Select
Aetna
PRESCRIPTION DRUG PLANS
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”