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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

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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