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Build, Manage & Secure your Wealth

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.

Personal Financial Planning

Retirement Planning

• Retirement forecasting and needs assessment
• Annuities
• Investments and portfolio allocation
• Life Insurance/disability insurance
• IRA/Roth IRA

Managed Money

• Fee based investment advisory accounts
• 401(k) plans

Estate Planning

• Life Insurance
• Long Term Care Insurance
• Trusts

Business Services

Business Succession Planning/Estate Planning

• Buy/Sell agreements for closely held businesses
• Succession planning/Key employee benefits

Key Employee Retention/Business Continuation

• Deferred Compensation Plans to reward key employees with tax advantaged dollars
• Keyperson Life/Disability insurance for business continuation

Qualified Employee Retirement Plans

(Design, implementation and monitoring)

• SIMPLE Plans
• 401(k), 403(b), Safe Harbor 401(K)
• Profit Sharing Plans

Group Benefits

•Group Disability benefits
• Group Life Insurance benefits