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Products & Services

Wealth Management Program

The two primary objectives of our program is to help provide protection against loss and growth in the value of your accounts.

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Mutual Funds

Traditional IRA

Roth IRA


Simple IRA

Inherited IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Profit Sharing Plans

529 College Plan


Life Insurance

Long-Term-Care Insurance

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

How Prepared are you for Your Financial Future?

With guaranteed pension plans declining each year and uncertainty surrounding the future of Social Security, more and more Americans are expected to plan for their own retirements. Getting Professional Advice can make a difference. Reach out to PAS to get started.