Investments & Insurance Services
The power to control your financial future.
Social Security Workshop
Learn how to make your benefits work for you.
Get the clarity and confidence you need from our team of advisers.
As financial advisors we know we’re ethically bound to act in our clients’ best interests, but that’s not the only reason we do it. We believe that when you give people good advice, great things can happen. Our partnership with Osaic Institutions, Inc. delivers the right services and options to help you get where you want to be.
Schedule a time to chat with one of our experts and we’ll put our C.A.R.E. process to work for you. We’ll understand where you are, where you want to go and help you make decisions that will get you there.
Advising and Consulting
- Wealth Management
- Retirement Planning
- Retirement Income Generation
- Medicaid Concerns
Retirement Services
- IRAs – Traditional, Roth, Simple, SEPs
- 401k Rollovers
Brokerage Services
- Managed Wealth Approaches
- Bond Portfolios
- Mutual Fund Investment and Management
- Structured CDs and Structured Notes
Insurance Solutions – Investing
- Annuity Options
- Growth Oriented
- Income Generation
- Protection and Legacy
Insurance Solutions – Life & Health
- Temporary and Permanent Life
- Protection for Mortgage, College and other Family Expenses
- Long-Term Saving and Future Income Solutions
- Disability Insurance
- Long-Term Care Insurance
Small Business Services
- SEP IRAs, Simple IRAs
- 401k Plan Consultation and Coordination
- Individual 401k Plans
- Buy-Sell Insurance Solutions
- Key Man Life Insurance
Have Questions? Let’s Talk.
Eric Brose
Financial Advisor, Osaic Institutions, Inc.
Vice President & Financial Designer, Fidelity Bank
Vice President & Financial Designer, Fidelity Bank
Education & Experience:
- MBA, Tulane University, New Orleans
- BA, George Washington University
- Financial Advisor since 1999
- Series 7: General Securities Representative
- Series 63: Uniform Securities Agent
- Series 65: Uniform Investment Advisor
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. We do not provide tax advice. Investors should consult their tax professional for their particular situation.
