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Services for Families and Individuals

Comprehensive Planning

Whether you’ve accumulated assets and need to fine tune your strategies or you’re just starting out as an investor, we can help. Chances are, you hope for a future of financial independence, where you can pursue what means the most to you and your family. When you join us, we’ll take the time to listen. We’ll guide you to identify and prioritize your goals and then create timelines and appropriate plans that reflect your priorities. We help you anticipate your needs for a comfortable retirement and guide you in preparing for tomorrow by managing your assets appropriately today. In an effort to help you make smart decisions that can help you to reach your goals, we offer comprehensive financial and retirement planning services.

We vigilantly care for your financial health.

Using highly individualized strategies that reflect your goals, we approach your wealth management with care, attention and integrity. We keep a close eye on your investments. We identify ways to mitigate taxes. As a crucial part of comprehensive planning, we integrate insurance planning, knowing that this step can protect you and your loved ones from devastating financial losses.

We value transparency.

With transparency as a guiding value, we offer you access to all of your accounts online so that you can easily see how your investments are progressing. Our goal is to support you in making your assets work for your benefit. We want you to watch your progress and stay informed.

Planning Services

“Live” Financial Planning and Projections
Retirement Income Plan & Design
Portfolio Analysis and Design

Financial Services

Fee-Based Asset Management
College Funding Strategies
Mutual Funds
Brokerage Services

Retirement Services

Traditional and Roth IRAs
Simple and SEP IRAs
Fixed and Variable Annuities

Insurance Plans 

Long-Term Care Insurance
Medicare Supplement Plans
Marketplace Consulations
Life Insurance
Disability Income Insurance

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