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Products & Services


While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


  • Asset Allocation
  • Asset Management Services
  • Benefits Consulting
  • Charitable Giving Strategies
  • College Savings Plans
  • Estate Strategies
  • Financial Statements
  • Tax Advantaged Investments
  • Insurance Strategies
  • Investment Consulting
  • Portfolio Performance Reports
  • Retirement Analysis and Consulting
  • Social Security Maximization
  • Pension Maximization


  • Mutual Funds
  • Individual Stocks/Bonds
  • UTMA/UGMA Accounts
  • IRAs/Roth IRAs
  • 401(k) Rollovers
  • 403(b) Plans
  • CDs and Money Markets
  • Annuities
  • Life Insurance
  • Health Insurance (Group/Individual)
  • Disability Insurance
  • Long-term Care Insurance

Business Products/Services

  • Business Succession Consulting
  • Buy/Sell Planning & Funding
  • Key Person Coverage
  • Fringe Benefits
  • Defined Contribution Plans
  • Retirement Consulting: 401(k) Profit Sharing, 403(b), SIMPLEs, etc.
  • Business Insurance Plans
  • Deferred Compensation
  • Customized Financial Consulting
  • Corporate Investment Accounts
  • Defined Benefit Plans
  • Retirement Plan Consultation, Benchmarking & Fee analysis