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Comprised of a dedicated team of financial professionals and advisors with high core values and extensive experience in finance, law, insurance and money management, our firm offers a wide range of products and services for:

Our areas of expertise include:

Wealth Management- taking advantage of your opportunities for growth while minimizing the impact of inflation, taxes, and market fluctuations 

Financial Planning- providing you with a comprehensive evaluation of your current and future financial state

Retirement Planning- providing you with the tools and strategies to help you accomplish your retirement dreams

Charitable Planning- helping you support non-profits and charities

Estate Planning Strategies- helping you preserve what you have worked hard to build and plan for tax advantages distribution of your assets to heirs

Insurance and Risk Management- reviewing and implementing Life Insurance and Long Term Care coverage to protect your estate

Educational Funding- positioning your resources to achieve your goals for higher education

Special Needs Planning- financial planning for families and trustees of people with disabilities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. 719-3801