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Services

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 provide 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.

Investments

ETF’s

Bonds

Common Stock

Mutual Funds

Advisory Accounts

Brokerage Accounts

Variable Annuities

Fixed Annuities

Roth, SEP & Simple IRAs

Educational & Traditional IRAs

Treasury Bills & Notes

Government Securities


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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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Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Medicare Supplements

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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.