Our Services

Our Services

There are many financial products in the market, and so choosing the ones that are designed to meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Comprehensive, wholistic, or modular, issue-based Financial Planning
  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified College Savings Plans
  • Fixed or Variable Annuities
  • Mutual funds, Stocks, Bonds, Exchange-Traded Funds, and Unit Investment Trusts
  • Certificates of Deposit, Structured CDs, and Structured Notes
  • Group retirement and savings plans
  • Simplified Employee Pension & SIMPLE Plans
  • Qualified Retirement Plans (Defined Contribution & Defined Benefit options)
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care and disability insurance
  • Alternatives to COBRA for Health Insurance

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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