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Products & Services

Comprehensive Financial Planning Since 1988

  • We help people manage their financial lives to help pursue their family, occupation and recreational goals.
  • We combine our wealth management process and our practice management process to build, implement and monitor client plans in an informed and intelligent manner.
  • Each plan is customized, communicated and monitored.

Technical Expertise

  • Years of experience coupled with continuing education assure a high level of knowledge in navigating the complexities of the investment, tax and financial planning landscapes.
  • Personalized strategies and investment management platforms are used for client planning and account management.
  • Full internet capability enables clients to access their accounts for information and service.

Financial Management

  • Client accounts are customized to fit their needs with particular attention paid to the level of investment risk with which they are comfortable.
  • Using LPL Financial research, the management of investment accounts fits within a discipline of asset allocation that is monitored on an on-going basis.
  • As independent financial planners, we are not obligated to offer or use proprietary products or services.
  • Investment Products
    • Mutual Funds
    • Common Stocks
    • Government Securities
    • Fixed Income Securities
    • Exchange Traded Funds
    • Brokered CDs
    • Variable Annuities
  • Insurance Products
    • Life Insurance
    • Long-Term Care
    • Disability Income
  • Retirement Planning Design Assistance and Service
    • 401(k) plans
    • IRA, SEP, Roth IRA, Simple Plans
  • Education Plans
    • 529 College Savings
  • Uniform Gift/Transfer to Minors