Investments

Plan B offers a complete suite of investments options.  We offer mutual funds, variable annuities, fixed annuities, and equity indexed annuities. Our investment advisors guide people toward their retirement goals through a careful selection of investments and financial services. We also believe in risk management. We strive to protect assets by implementing life insurance, long term care insurance, disability insurance, etc. We add value to our services by giving our clients special pricing on identity theft protection through LifeLock.