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Welcome to our financial services consumer site. As you scroll down this page, you will find information on a number of financial products and services provided through a broad array of nationally recognized companies. Using our website you can compare rates and/or apply for a variety of insurance products, access forms to open an investment account, obtain a pre-approval for a home mortgage, create an estate plan, and more. Should you have questions, please feel free to contact our office for assistance. |
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Compare Rates / Apply Online
Madison
National
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Save Money
On Term Life
Secure
Med STM
Secure
12x3 STM
Select
STM
Overseas
Travel Medical
Competitor
RX-Pay Card |
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Everbank offers a variety of FDIC-insured bank products, including high yield FreeNet checking accounts (with FREE online banking and FREE check writing), Yield Pledge Money Market Accounts, Yield Pledge Certificates of Deposit. Everbank CD yields remain in the top 5% in the nation. Everbank World Currency Deposit Accounts and CD's allow you to invest in FDIC-insured accounts denominated in the currencies of other nations, including the Euro, the Australian dollar, or the Chinese Yuan. Contact us at 479-968-1708 or 800-951-1708 for details. |
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ExPrSS Securities, Inc. offers stocks, bonds, mutual funds, money market accounts, FDIC Insured Bank CDs, variable life, variable annuities, precious metals, IRA's, group retirement plans, and more.
Our
fees are discounted, but our service isn't. For information, please
visit us on the Ineternet at www.exprss.com
contact us at 479-968-1708 or 800-951-1708. |
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First Estate Trust (www.firstestatetrust.com) provides you with direct access to a national network of estate planning attorneys to assist with your personal estate planning needs.
Document
preparation services through our attorney network includes Revocable
Living Trust, Pour Over Will, Power(s) of Attorney, Living Will
(Advance Medical Directive), as well as advanced planning services to
miminize the impact of estate taxes or charitable giving. Contact our
office at 479-968-1708 or 800-951-1708. |
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These resources are available to help you access needed financial products and services*, compare rates and coverages, create an estate preservation plan, or establish an investment program. Additional resources or personal financial coaching/planning services are available. Contact our office for details. * Products and services may not be available in all states. |
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