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Our Services

  • Wealth plan creation (a prioritized action list to help you work toward your financial goals)
  • Investment management: IRA’s, Rollovers, College Savings Plans, Annuities and many others
  • Retirement “nest egg” wealth projections
  • Review/second opinion of existing assets (IRA’s, pensions, social security, etc)
  • Wealth/estate distribution strategies and tax implications
  • Primary point of coordination between your other trusted professionals (tax preparer, attorney, etc)
  • Help with budgeting and how to get out of debt
  • Guidance on what steps to take to better your life financially
  • Life & disability insurance
  • Dental & vision insurance
  • Health insurance for individuals, families and small businesses
  • Senior/Medicare Supplement Insurance Products
  • Ongoing account review support and consultation to best fit your needs and lifestyle
  • Long-term care planning & protection

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. | 618-667-6920