Financial Service Companies

Lincoln National Long Term Care

John Hancock Freedom 529 Plan

John Hancock Mutual Funds

John Hancock Fixed Annuities

Prudential Life Insurance

MassMutual Life Insurance

Lincoln National Annuities

Prudential Annuities

Vanguard Mutual Funds

T Rowe Price Mutual Funds

The Royce Mutual Funds

Oppenheimer Mutual Funds

Dodge & Cox Mutual Funds

Loomis Sayles Mutual Funds

AllianceBernstein Mutual Funds

Artisan Mutual Funds

Prudential Mutual Funds

MFS Mutual Funds

Thornburg Mutual Funds

Pimco Mutual Funds

Van Eck Mutual Funds

Harbor Mutual Funds

Columbia Seligman Mutual Funds

Parnassus Mutual Funds

Wasatch Mutual Funds

Primecap Odyssey Mutual Funds

Invesco Mutual Funds

Cohen & Steers Mutual Funds

Tocqueville Mutual Funds

Fairholme Mutual Funds

Fidelity Mutual Funds

SPDR Gold Shares

Hartford Mutual Funds

Jensen Mutual Funds

Lord Abbett Mutual funds

Metropolitan West Mutual Funds

Northern Trust Mutual Funds

This is a partial list of the companies we do business with.  We maintain an independent approach in our financial planning process and we are not required to do business with any specific company.