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How We Work

We offer families, individuals and businesses tools to prepare for a comfortable retirement while providing strategies to protect assets and manage expenses. Knowing that good financial decisions today can benefit you for the rest of your lives, we implement smart investment strategies that have proven successful through fluctuating financial environments over the years.

We know that small businesses often face complex needs that require specialized training and skills.  Business owners handle complicated issues such as tax and succession decisions, group benefits and insurance needs. We are experienced in handling these issues and are prepared to help. We are here to support you.

We can create a plan that fits your unique circumstances. We support small businesses, families and individuals with the following services:


Rollover IRA

Traditional IRA

Roth IRA

Fixed Annuities

Variable Annuities

Index Annuities

Government Securities

Managed Accounts



Mutual Funds

Financial Planning

Cash Management

Risk Management

Investment Planning

Retirement Planning

College planning

Estate planning

Tax Planning

Business Planning


Disability Insurance

Life Insurance

Long-Term-Care Insurance

Health Insurance