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* Cash Management Services

     Money Market

     Debit / Check Card

     Daily Sweep

     Money Wire Services

     ACH / EFT (electronic funds transfer)

* Retirement Planning

     IRA's

          Regular

          Roth

          Simple

          SEP

     401k

     Defined Benefit Plans for Small Business

     Section 457

     529 & Educational

     Profit Sharing / Pension / Defined Benefit


* Estate Planning

     Work with Attorneys and CPA's


* Insurance

     Life

     Annuity

     Disability

     Long Term Care


* Deferred Exchanges IRS Code Sec. (1031)(721) Real Estate

* Trust

     Working with your Attorney, Accountant, Trust Officer and other advisors to give you peace of mind.


* Charitable Giving

     Helping to find the right assets for those important gifts that benefit the charities you choose, giving you the best opportunity for tax savings.