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Our Services

We serve individuals and businesses in many areas of financial management, including:

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to potentially retire comfortably. Managing assets before and during retirement.

Tax Management

Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management

Reviewing existing investment and insurance contracts. Recommending changes when appropriate. Finding quality investments and insurance contracts for your situation.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue and potentially exceed your goals.

Long Term Care Insurance

A secure retirement includes protecting your assets from being depleted and avoiding the loss of independence in the event of a long-term care need. Long-term care insurance may help keep your assets from being depleted from the cost of a devastating illness or disabling injury.


Wealth Management

  • Bonds
  • Stocks
  • Exchange Traded Funds 
  • Mutual Funds
  • Government Funds
  • Brokerage Accounts
  • Alternative Investments
  • Fixed and Variable Annuities

Financial Planning Strategies

  • Retirement Plans
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis


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