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Our Advantage

Choosing to work with us, you can feel confident knowing we are committed to providing you a simplified process that breaks down many of the burdensome aspects of financial planning. We believe you can benefit from our:

Transparency

  • Trust is at the foundation of all we do, and one way we build that trust is through transparent communication. We believe an educated client is an empowered client, which is why we make the effort to answer your questions, ask our own, and utilize a collaborative approach.

Independence

  • We are independent advisors, which means that we are dedicated to serve clients without a reliance on proprietary products. This provides us with the ability to select from a broad array of products in order to  pursue the investment goals of our clients. We proactively guide you in making educated financial decisions that will serve your best interest, not ours.


We provide assistance in the following areas:

Investments

  • Annuities
  • Bonds
  • Brokerage Accounts
  • Common Stock
  • ETFs
  • Government Securities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • Treasury Bills
  • Treasury Notes

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance