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Our Services

We provide our clients with financial planning expertise that allows them to free up time they may have been spending on managing their financial matters so that they can engage in activities that are important to them. Some areas include, but are not limited to:

Financial Services

  • Comprehensive Financial Planning
  • Transitional/Life Change Financial Planning
  • Retirement Planning
  • College Planning
  • Estate Planning


  • Mutual Funds, Bonds, & Stocks, etc.
  • Retirement Accounts/IRAs
  • Qualified Plans & Self Employed Retirement Plans
  • Education Accounts
  • Treasury Bills, Treasury Notes & Government Securities
  • Variable Annuities, Fixed Annuities, Indexed Annuities, etc.


  • Life Insurance (Term, Whole, etc.)
  • Disability Income Insurance
  • Long Term Care Insurance

Tax Planning

  • General Tax Planning
  • Tax Loss Harvesting
  • Tax Smart Investing


  • Client Education

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