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Our Services

Our firm specializes in helping individuals and businesses develop sound financial plans. 

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 building wealth.

Whether you're trying to build wealth or preserve it, our team of advisors has the experience and expertise to help you accomplish your objective. We focus on wealth management, as well as other services important to your financial well being. 

Investments

Exchange-Traded Funds (ETF's)

Index Funds

Common Stock

Bonds

529 Plans

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Government Securities

Financial Planning

Retirement Plans

Tax Planning Strategies

401(k) Planning

403(b) Planning

College Funding Strategies

Estate Plans

Savings Plans

Investment Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Social Security: The 64,000 Dollar Question

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.
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What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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