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Our Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Services include:

  • Life Insurance

  • Disability Income Protection Insurance

  • Long Term Care & Asset Based Planning

  • Investments

  • Financial Planning

  • Health Insurance

  • Estate /Estate Tax Planning

  • Buy-Sell Agreements/Funding

  • Key person Benefits

  • Executive Benefits

  • Family business/ Succession Planning

  • Benefits Planning

  • Qualified Retirement Plans
    • SEP / SIMPLE / 401(k) / Thrift / Profit Sharing / IRA / ROTH IRA

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. |  (770) 888-9047