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We Work For You!

First, we listen, ask questions, and gain an understanding of your needs. Then, we’ll help you develop a customized financial program, and walk you through a step-by-step process that will help make you feel confident about your decisions.

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

Financial Services

Building Your Nest Egg

Mutual Funds-Managed Assets-Savings

  • Have you considered professional management?
  • Is your money working as hard as you are?
  • Is your portfolio diversified and tax efficient?

Protecting You and Your Family

Disability-Life Insurance-Long Term Care

  • Want to maintain & preserve your personal and/or business assets?
  • Concerned about income replacement for your family or business?
  • Do you have an estate plan or business succession plan?

Receiving a Paycheck for Life

Pensions-Income Annuities-Social Security

  • Concerned about outliving your assets?
  • Looking for guaranteed income?
  • Need portfolio withdrawals greater than 4%?

Tax planning

Personal/Corporate/Partnership/Trust Tax Strategies

  • Need insight for minimizing tax liability?
  • Wondering what tax structure is best for your business?
  • Interested in tax-efficient investment strategies?

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. | (847) 255-7212