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Our Services

We offer a comprehensive suite of wealth management, investment management, and insurance planning services. All of our services are completely personalized to suit your unique financial needs, current situation, values, and future goals.

As wealth managers, we view planning from a holistic perspective and aim to provide our clients with a comprehensive plan designed to cover all their bases. We begin the planning process by meeting with you, your family, or your business partners to get to know you and your future goals, and review your existing plans and coverage. We will have multiple meetings to establish your needs, goals, and objectives, and will work with you to design strategies that will take you where you want to go in life. We work closely with strategic partners in the region who are able to help our clients with estate planning, business planning, and other related needs.

STRATEGIES

  • Retirement Planning
  • Estate Planning
  • College Planning
  • Tax Managed Investing
  • Long-Term Care Planning

FIXED INCOME INVESTMENTS

  • Municipal Bonds
  • Unit Investment Trusts
  • Government Securities
  • Corporate Bonds
  • Fixed Annuities

EQUITY INVESTMENTS

  • Mutual Funds
  • Stocks
  • Unit Investment Trusts
  • Variable Annuities

INSURANCE

  • Life Insurance
  • Long-Term Care Insurance

RETIREMENT PLANS

  • IRA's
  • Pension & Profit Sharing
  • 401(k) Plans
  • 403(b) Plans
  • Plan Review