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At our firm, we go the extra mile for our clients. As an independent firm, your needs always come first, and only after we understand your unique situation do we make suggestions for your financial plan. We have something for your whether you have an old strategy in place or need help starting.

Our services include:

Wealth Management

- Mutual Funds

- Income strategies

- Guidance on employer retirement plans

- Review of accounts with other firms

- IRA and Roth IRA

- Variable Annuities

- Portfolio Management

- Retirement Consulting

- Rollover Strategies

Risk Management

- Overall Risk Analysis
- Existing Policy reviews
- Life insurance application
- Disability insurance application
- Long term care insurance application

Cash Flow Planning / Management

- Savings strategies
- Sustainability reviews of portfolio withdrawals
- Social security maximization and optimization
- Pension maximization and optimization
- College Planning
- Inheritance Management
- Budgeting
- Financial Wellness Program for Individuals/Families

Tax Planning / Management

- Tax minimization strategies

Estate Planning

- Reviews of Wills & Trusts
- Minimizing estate tax liability
- Gifting strategies
- Beneficiary and Transfer on Death reviews

Business Planning

- 401(k) set up and review
- Financial Wellness Program - Employer
- Group Life and Health
- Group Disability
- Business Succession Strategies
- Key Person Insurance
- Buy – Sell Agreements

Contact us to get started building your financial future today. |  (260) 609-3504