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Products and Services Offered

Our firm specializes in helping individuals develop sound retirement strategies. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on a financial plan that can weather market downturns while providing long-term growth as well. We focus on many other issues that are critical to your financial well being such as planning for an extended healthcare event, taxation in retirement, and much more.

We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Investments

Stocks

Bonds

Mutual Funds

REITs

ETFs

Advisory Accounts

Brokerage Accounts

Fixed Indexed Annuities

Financial Planning

Goals based Retirement Plans

Tax-efficient Strategies

401(k)/403(b)Planning

College Planning

Estate Planning

529 College Savings

Traditional IRA

Roth IRA

SEP IRA

SIMPLE IRA

Insurance

Disability Income Insurance

Term Life Insurance

Indexed Universal Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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