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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

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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Impact of Taxes and Inflation

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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