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Client Centered

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Financial Planning

  • Registered investment advisory services
  • Portfolio design and management
  • Retirement planning
  • College/education planning
  • Estate planning


  • Investment accounts
  • Load and no-load mutual funds
  • Individual stocks and bonds
  • Exchange traded funds (ETFs)


  • Life insurance
  • Annuities
  • Long-term care insurance

There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.

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