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Our Services

We genuinely care about you

  • Your best interest always is first.  We strive for a deep and trusting relationship.
  • Our goal is to deliver high personal service.
  • We listen to your needs even those that are not financial related.  We are here for you good and bad times - whatever you encounter.

Professionalism and Integrity

  • We hold ourselves accountable for your financial success.
  • We work to exceed your expectations by providing high personal planning and tax advice, not only investment advice.
  • Communicate seamlessly with your other professionals (CPAs, attorneys, etc.)  If you need a recommendation for another professional, we make trustworthy referrals to qualified professionals
  • Our Goal:  Do what is in your best interest.


OUR WEALTH MANAGEMENT SERVICE  -  OUR COMMITTMENT.    IT IS WHAT SETS US APART!

Our Wealth Management Strategies include:

  • Mutual Funds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Tax Deferred Annuity Strategies
  • Income Annuity Strategies

Financial Planning

  • Retirement Planning
  • Tax Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Estate Planning


Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Annuity Strategies