COMMITTED TO YOU AND YOUR GOALS

We strongly believe that the independent financial professional business model is the one that puts both the clients’ and the advisor’s interests in to harmony. As an independent firm, we can provide fair and objective counsel without the undue pressure of sales quotas or proprietary product restrictions. Because of this, we believe you will rest easier knowing that your unique financial goals and needs are front and center in the planning and investing process. We offer a wide variety of services to get you started!

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PLANNING

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INVESTMENTS

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INSURANCE

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ESTATE PLANNING

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RETIREMENT PLANNING

PLANNING &
iNVESTMENTS

  • Portfolio Design

  • Investment Analysis

  • Fee-Based Management

  • Tax Planning

  • Mutual Funds / EFTs

  • Stocks / Bonds

  • Unit Investment Trusts (UITs)

  • Variable Annuities

  • 529 College Savings Plans

insurance

  • Insurance Analysis

  • Life Insurance

  • Long-Term Care Insurance

  • Disability Insurance

  • Indexed / Fixed Annuities

  • Medicare Supplement /Advantage Plans

estate planning

  • Trust Services

  • Estate Tax Analysis

  • Succession Planning

  • Asset Protection

  • Charitable Trusts

  • Irrevocable Life Insurance Trusts

retirement
planning

  • Retirement Plan Rollovers

  • Income Distributions

  • IRAs / Roth IRAs

  • SEP / Simple IRAs

  • 401k / 403b / 457 Plans

  • Profit Sharing Plans

  • Defined Contributions