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 Strategies include:

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

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

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