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Financial Planning

Everyone, from young professionals looking to get started on the right path to established executives with complex planning needs, can experience money-related stress. Through our planning services, we help you eliminate some of that stress and feel confident with the financial decisions you’re making. We assist a diverse range of clients, including successful professionals and high net worth families, with their comprehensive needs, including:

Financial Planning

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning
  • Investment and Portfolio Management
  • Income Planning
  • Education Funding

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. Your portfolio may include:

  • Mutual Funds (Actively and passively managed)
  • Exchange Traded Funds (ETFs)
  • Social Responsibility Funds
  • Indexed Funds
  • Stocks
  • Bonds (Government, Municipal, and Corporate)
  • Variable and Fixed Annuities
  • Government Securities

Estate Planning

Planning your legacy is of utmost importance to assure your family and loved ones are taken care of. Our estate planning services include:

  • Succession Plans
  • Wills and Living Trusts
  • Tax-Minimization
  • Probate Planning
  • Premium Financing Life Insurance Programs


Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • Property and Casualty Insurance
  • Medicare Supplements and Drug Plans

We are passionate about helping others and acting as a trusted consultant that you can turn to for honest financial advice. We look forward to working with you.

How Much do You Know About Investments?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.

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