No matter what your financial goals are, you need an experienced and trusted partner to help you get there. Our service is personal, local and tailored to each individual.
We are proud of our independence, which allows us to recommend the appropriate financial products and services for you rather than us being told what we must “sell” you. Our desire is to build long term relationships by providing you with friendly, capable people to help you with your financial decisions.
• Retirement forecasting and needs assessment
• Annuities
• Investments and portfolio allocation
• Life Insurance/disability insurance
• IRA/Roth IRA
• Fee based investment advisory accounts
• 401(k) plans
• Life Insurance
• Long Term Care Insurance
• Trusts
• Buy/Sell agreements for closely held businesses
• Succession planning/Key employee benefits
• Deferred Compensation Plans to reward key employees with tax advantaged dollars
• Keyperson Life/Disability insurance for business continuation
• SIMPLE Plans
• 401(k), 403(b), Safe Harbor 401(K)
•SEPs
• Profit Sharing Plans
•Group Disability benefits
• Group Life Insurance benefits