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What We Offer

Businesses and Individuals need sound advice to help manage their goals and to help fulfill the goals and needs of the people that rely on them.  Our firm specializes in helping people just like you to develop sound strategies.  We offer personalized, hands-on service. We educate our clients about financial concepts and products, to take the mystery out of investing, insurance, and estate conservation.

We understand the many challenges that businesses and individuals have to endure today.  We will help create strategies and solutions that help elevate some time and fiduciary burdons from your workload so you can focus on on other issues that are critical to your financial well being.

Corporate Services 

<strong>Group Benefits</strong>

Group Benefits

Discover our suite of Employer Benefits Solutions including Medical, Dental and Vision

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<strong>Retirement Plans</strong>

Retirement Plans

Years of experience have prepared us to design the right plan for your company and participants.  401(k), 403(b), Pension Plans

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<strong>Executive Benefits</strong>

Executive Benefits

Give your top talent the benefits they want

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<strong>HR Technologies</strong>

HR Technologies

In-depth consultation of employee life cycle at your fingertips

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Individual Services



Brokerage Accounts


Mutual Funds


Educational IRA

Traditional IRA

Roth IRA


Treasury Bills

Treasury Notes

Government Securities


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Financial Planning

<strong>Financial Planning</strong>

Fee Based Financial Plans

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

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Life Insurance

Long-Term-Care Insurance

Disability Income Insurance

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Want to learn more about retirement, social security, or estate strategies?

We and our partners host helpful webinars so that you can learn all you need to about the financial services that will benefit you the most.

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Our Experienced Team Can Help!

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