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Client-Centered Solutions Focused on Individualized Needs

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the options can be overwhelming. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.

With financial wellbeing in mind, sound decisions are vital in helping clients pursue their goals and avoid costly mistakes that can impact their future livelihood. Our firm specializes in helping individuals develop sound financial strategies. We educate our clients about financial concepts and products and take the mystery out of investing, insurance, estate conservation, and preserving wealth



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

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Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

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Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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