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Our Services

Service. It’s what differentiates us from the group down the street. The confidence that our clients place in us is something we take very seriously. We consider it a privilege to provide a broad range of services to meet our clients varying needs. As fiduciaries, not only do we understand that your goals and dreams can’t be reached with a cookie-cutter approach, we are obligated act in your best interest in all we do. Our services are uniquely tailored to address your specific concerns.

The following is a list of some of our professional financial products and services:

  • Formulaic Trending Money Management
  • Retirement Income Planning
  • Growth Strategies
  • Financial Estate Planning
  • Tax Reduction Strategies
  • Long Term Care, Asset Strategies
  • Mutual Funds
  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Traditional IRA Retirement Plans
  • Roth IRA Plans
  • 401k, 403b,457, TSP, SEP, etc. Rollovers
  • 529 and other College Funding Plans
  • Financial Wellness
  • Asset Designation

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. |  (386) 761-5552