We are a local, independent financial services firm dedicated to providing our clients with the experience, knowledge, and personal service they need to make informed decisions about their finances.

Our process begins with and revolves around first-class customer service. We strive to maintain an ongoing professional relationship with you, so you constantly know and understand your financial situation.

 

  • Traditional Investments
  • Stocks
  • Bonds
  • Mutual Funds
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  • Professional Asset Management
  • Portfolio Design
  • World Class Money Managers
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  • Retirement Income Strategies
  • Fixed Annuities
  • Fixed Index Annuities
  • Variable Annuities
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  • Estate/Legacy Strategies
  • Term & Permanent Life Insurance
  • Advanced Life Insurance Strategies
  • Individual  Long-Term Care & Health Insurance
  • Medicare Supplements
  • Financial Strategies
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 529 College Savings Plans
  • 401(k)/403(b) Plans
  • Pension & Defined Benefits