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Building & Protecting Your Financial House

Our Services:

We are a financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

While developing a customized financial program we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Asset Allocation & Risk Management
  • Budgeting
  • College Planning
  • Debt Elimination
  • Dual Legacy & Charitable Giving
  • Informational Seminars
  • Estate Conservation
  • Exit Counseling
  • Insurance
  • Investment Management
  • Medicare
  • Retirement Strategies

Product Vehicles:

We are independent representatives and we are able to choose from a wide range of products and product providers that best suit your needs.

Investments:

Personal Retirement Planning:

  • 401(k)s
  • Indexed Annuities
  • Mutual Funds
  • Traditional & Roth IRAs
  • Variable Annuities

Business Retirement Planning:

  • 401(k)s
  • 403(b)s
  • Cash Balance Plans
  • SEP IRAs
  • SIMPLE IRAs
  • Solo 401(k)s

College Planning:

  • 529 Plans
  • CHET
  • Coverdell

Asset Protection:

  • Annuities
  • Disability Insurance
  • Life Insurance
  • Long-Term Care Insurance

We can help you develop a complete, tailored strategy to help you achieve your financial goals.

Contact a licensed professional today!