Services for Individuals

The financial plan is the cornerstone of our guidance. Our comprehensive services include:

Financial Planning

Retirement Planning

Investment and Portfolio Management

Income Planning

Education Funding

Investment Management

Mutual Funds

Exchange Traded Funds (ETFs)

Indexed Funds

Stocks

Bonds

Variable and Fixed Annuities

Government Securities

Brokerage Accounts

Fee-Based Accounts

Defined Benefit Plans

Defined Contribution Plans - 401(k) & 403(b)

Estate Planning

Succession Plans

Wills and Living Trusts

Tax-Minimization

Probate Planning

Insurance

Life Insurance

Long-Term Care Insurance

Disability Income Insurance

We want to help you plan not only for the rest of your life, but for the generations to come. Through this succession planning, we can help you achieve a certain satisfaction knowing that you’re creating a lasting legacy.

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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