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Our Services

We offer you a wealth of services covering a full spectrum when it comes to your financial needs.


Investments play a key role in your financial plan. As financial advisors with an independently managed firm we strive to recommend investments that match each individual client’s situation.


Insurance is essential to any comprehensive financial plan. It can protect you and your family from undue hardship.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

Financial Planning

We start by helping you identify your goals and evaluate where you are relative to those goals. We evaluate your options and recommend strategies to get you where you want to be.

Business Planning

A business is often the owner’s greatest asset. If you own a small business, we can help you protect and grow its value, and when you are ready we can help you successfully exit your business.

Estate Planning

Estate planning is the process of making certain your family, your loved ones and the causes you believe in are provided for adequately. It’s essential for those who wish to control the disposition of their assets after death, and to minimize the taxes imposed by both state and federal government.