Our Services

Offering a holistic approach to complete your financial blueprint, including our unique technical analysis 

Financial Planning: As an Accredited Investment Fiduciary (AIF®) we are held to the highest standard of client care. We are an independent advisor giving us the ability to offer a variety of programs to fit your needs,  personal investment style, and risk tolerance.

  • Comprehensive Financial Planning
  • Cash Flow Analysis
  • Educational Funding – 529 Plans & ESAs
  • Estate Planning
  • Beneficiary Designation Planning
  • Click Here to learn more

Retirement Planning: It is our goal that you will not outlive a comfortable retirement income.

      • Retirement Analysis
      • IRAs – SIMPLE, Rollover, ROTH, Traditional
      • IRA Planning – RMD & 72T
      • Qualified Retirement Plans – 401(k) & Profit Sharing
      • Social Security Analysis
      • Income Planning during Retirement
      • Click Here to see if we can assist you in your retirement planning

    FPI
    Retirement Savings Calculator

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Investments: Our mission is to help you grow, manage and preserve your wealth so that you can enjoy a lifestyle without compromise and provide for the important people in your life.

  • Stocks
  • Mutual Funds
  • Separately Managed Accounts
  • Variable Annuities
  • Tax-Exempt Bonds
  • Government Securities
  • Money Market Accounts
  • Exchange Traded Funds (ETFs)

 

Insurance: As independent agents, we can search for the appropriate insurance from a wide variety of companies offering competitive and quality coverage.

  • Life
  • Disability
  • Group Health
  • Long-Term Care
  • Individual Health

We believe that education is the key.  In the process of nurturing long-term relationships our goal is to help you create and preserve your wealth.  We offer customized educational opportunities.  We keep you up-to-date through email and regularly scheduled one-on-one reviews of your portfolio.