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Services & Products

Client Centered

We provide assistance in the following areas:

Strategic Goal Planning

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Goal Planning
  • Tax Management Strategies
  • Social Security Optimization
  • College and Education Planning
  • Asset Allocation Analysis
  • Estate Planning Strategies
  • Business Planning Consultation

Investments

  • Individual Stocks
  • Bonds
  • Mutual Funds
  • Index Funds
  • ETFs
  • Access to Professional Portfolio Management

Insurance

  • Fixed and Variable Annuities
  • Life Insurance
  • Long-Term-Care Insurance
  • Disability Income Insurance