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What We Do

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 our client/advisor relationship. Once we've established your goals, we take a comprehensive approach to financial planning, providing guidance on options and best practices that will help you pursue your financial goals.   



Common Stock 

Educational IRA 

Brokerage Accounts 

Traditional IRA

Roth IRA


Simple IRA 

529 College Plans

Government Securities

Mutual Funds 

Variable Annuity 


Financial Planning

Retirement Planning

Divorce Strategies

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Gifting Programs

Income Planning


Disability Income Insurance

Life Insurance

Long Term Care Insurance

Medicare Supplement

Medicare Part D

Health Insurance

Business Planning

Buy/Sell Insurance

Company Retirement Plans

Key-person Insurance

Group Disability

Group Insurance

Employee Benefits