Our Services

Our clients have experienced the long-term success of plans we put in place thirty-six years ago. Everyone deserves the opportunity to achieve financial success and your situation is unique. It’s our goal to create a plan that you can understand and achieve.

We partner with like-minded individuals and companies who have specialized expertise to provide you with the highest quality of service. Through these partnerships we offer either fee-based or transaction-based investment platforms to service their business, estate, or retirement needs.

 

The services we offer are:

Financial Planning

  • Life Insurance Planning
  • Income Replacement Planning
  • Long-Term Care Planning
  • Estate Planning*

Investment Planning

  • Investment Strategies
  • Education Savings Plans & 529 Plans
  • Commission-Based & Fee-Based Platforms
  • Portfolio Risk Analysis

Retirement Planning

  • 401(k)
  • SIMPLE Plans
  • Traditional and Roth IRAs

Business Planning

  • Key Man Protection
  • Buy Sell Funding
  • Executive Benefits/Retention & Attraction

 

*Estate planning services provided in conjunction with our client's qualified legal advisor.