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Our Services

While developing a customized financial strategy, we will walk you through a step-by-step process that will help you feel confident in your decisions.  Once we understand your current situation, your needs, and your short-term and long-term goals, we will customize an appropriate plan to fit your vision and objectives.  Utilizing the resources we have as independent Financial Advisors, including our team, and the wonderful providers we are fortunate to partner with, we can assist in the following areas:

Financial Planning

  • Budgeting
  • Retirement Plans
  • Portfolio Management
  • Tax-Efficient Strategies
  • 401k Planning
  • 403b & 457b Planning
  • College Planning
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Account Type

  • Brokerage Accounts
  • Checking & Debit
  • 529 College Savings Plans
  • Traditional IRA
  • 401k Plans
  • Roth IRA
  • Simple IRA
  • Revocable Trust
  • Irrevocable Trust


  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Guidance regarding other types of insurance needs and planning


  • Stocks and Bonds
  • Treasury Bills and Notes, Government Securities
  • Annuities (fixed, variable, indexed), where appropriate
  • Mutual Funds
  • Exchange Traded Funds
  • Separately Managed Accounts

Your financial plan is a living, breathing strategy that may change over time, as your life changes. It is an important part of building a firm foundation for your financial life and your lifestyle. We treasure the opportunity to help in this way.

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