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Our 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 with primary focus on the following services:

Investment Services

  • Brokerage
  • Stocks, Bonds, Mutual Funds, CDs, Index Funds, ETFs, Limited Partnerships, Annuities
  • Portfolio management
  • Education Planning Analysis

Advisory Services

  • Financial Planning
  • Social Security Optimization
  • Retirement Income Projections / Analysis
  • Budgeting

Retirement Plans

  • IRA / Roth / SEP
  • 401k
  • Solo 401k
  • Pension & Profit Sharing

Insurance Services

  • Life
  • Health
  • Disability
  • Medicare Supplements
  • Long Term Care
  • Life / Long Term Care Hybrid