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.