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Individual

Financial Planning

Developing a customized, written plan is the key to helping you achieve your goals. The most important result is the peace of mind that comes with knowing what to do to reach your financial goals.

Financial Planning

Investments

A proactive, conservative approach to managing money means helping you grow your money while striving to protect you against today’s extreme market volatility. And working with an independent Advisor means you have access to just about any investment strategy to accomplish this.

Investments

Retirement Income & Social Security

In this low-interest rate environment, retirees face an anxious struggle between making sure there is enough money now while making sure there is enough money for later. Our innovative income solutions provide high current income with a focus on maintaining principal.

Retirement Income

College Planning

Planning for college is more than simply 529 plans or Coverdell IRA’s. It’s working with an Advisor who can help structure your portfolio to lower your expected family contribution and who can help walk you through the process of applying for financial aid.

College Planning

Insurance

Part of the financial planning process is helping you identify the right amount of insurance to protect your family. We help you identify what can be covered through your work, and then help you shop a multitude of insurance companies to insure the right carrier at the right price.

Insurance

Workplace Benefits

Workplace benefits are a great perk. However, selecting the rights benefits package can be confusing and time consuming. Proper planning can save you money and make sure you and your family members have the right coverages in place.

Workplace Benfits

Technology

Technology keeps us in touch with our family and friends and makes us more efficient. Our technology is no different. Our technology puts your portfolio at your fingertips empowering you to make good decisions with your money.

Technology