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Our Services

Our is focus on providing services for both financial and retirement planning and wealth management.  We consider each client's unique situation and work together to determine the most appropriate financial strategy.

Client Centered

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Retirement Planning

Our goal is to take the mystery out of investing, preparing for retirement, managing risk and preserving your wealth. Let us educate you about your alternatives and assist you in implementing the appropriate solutions for you!

We want you to feel comfortable in retirement, and to help to answer any questions and address fears for your future.  By helping you build a plan for your future, we focus on financial security and protection for both you and your family.

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Financial Planning & Wealth Management

We help clients to choose investments strategies that fit their lifestyle and retirement goals. That best suites you on an individual basis. We operate on a fee-based service to provide the most personal relationship. 

We believe diversification and transparency are the tools for success and building a trusting partnership with each of our clients.  Through account monitoring and implementation we offer extensive services.  While we are not CPA's or Attorneys, we do have a sizable network of referrals for which we have a business and personal relationship.

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Business and Non-Profit Organizations

Business success goes beyond insurance.  By focusing on the development of investment strategies for their company, we help our business clients protect not only themselves and their business, but also their employees.  Our primary goal for business clients is to allow owners to focus on the daily operations and success of the company, while we focus on everything else. 

By offering financial services, your business can be confident in providing retirement account for employees and investing business assets.  

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While our goal is to provide you with a vast array of personalized services; we do not have attorney's or CPA's on staff, however we do have an extensive network of attorney's and CPA's to assist with legal advise, estate planning and tax reporting.