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Our Services & Solutions

A Comprehensive Range of Financial Solutions

Our firm specializes in helping individuals and business owners develop sound financial strategies. Please take the time to explore our website and the wealth of information we offer. We seek to be a resource to our clients, offering personalized, hands-on service.

Throughout our lives we face many financial challenges.  There are also many beneficial financial tools available to address those challenges.  We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.


Business & Financial Planning Services

Retirement/Financial Planning

Estate Planning

Business Exit/Succession Planning

Business Buy/Sell Planning

Business Continuity Planning

Executive Compensation Plans

College Planning 

401(k) Plans


Investments Options

Advisory Accounts

Brokerage Accounts

Variable and Indexed Annuities

Cash Management Accounts

Stocks, Bonds

Mutual Funds, Exchange Traded Funds (ETF's)

Traditional IRA

Roth IRA


Simple IRA


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Key Person Insurance

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. | (860) 460-0396