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Our Products and Services

How We Work

Our practice specializes in helping individuals, families, and businesses to develop sound financial strategies.

  • We offer personalized, hands-on service.
  • We educate our clients about financial concepts and products.
  • We take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Please take the time to explore our website and the wealth of information we offer.

In addition to our comprehensive planning process, we can provide specialized guidance with the following specific product and service areas:

Disability Income Insurance

Life Insurance

Long-Term Care Insurance





Treasury Bills

Government Securities

Treasury Notes

Mutual Funds

Index Funds

Exchange Traded Funds

ABLE Savings Plans

529 College Savings Plans

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Managed Portfolios

Retirement Planning

Tax Strategies

401(k) Planning

403(b) Planning

College Planning

Estate Planning

Special Needs Planning

Money Purchasing Plans

Cash Flow and Budgeting

Group Benefits Planning

Ground Health Insurance

Employee Retention Planning

Key Person Protection Planning

Executive Compensation Planning

Profit Sharing Plans

Buy-Sell Planning

Succession Planning

Exit Planning

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. 374-6137