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Our Services

Retirement Planning


How do you want to spend your retirement years? Traveling around the world? Spoiling your grandkids? Spending more time with your favorite charity? All of the above? Whatever your dreams are, we can help you plan for those special years.

We will explain the many options available to you for retirement planning, including 401(k)s, traditional and Roth Individual Retirement Accounts (IRAs), and rollovers resulting from job changes. Your representative can also help you integrate your retirement investments with your trust and estate plan.

Call us today and let us help develop your retirement plan now. Time plays a big part in compounding your retirement nest egg.

Estate Planning*


You've spent a lifetime managing your money and building your assets, but how do you make sure that your estate passes to your heirs the way you planned? We can help you develop a plan that meets your succession goals and efficiently transfer wealth to your heirs. 

Your financial goals and resources may change throughout the years, but we can help you establish a strategy to properly manage what you have worked a lifetime to accumulate.

The distribution of the estate can be a complex situation involving probate, executors, and fiduciary responsibilities. 

Let us get you started on developing your comprehensive estate plan today and help give you and your heirs peace-of-mind knowing that your affairs are in order.

For more information on probate, click here .  

*Provided in conjunction with an estate planning attorney.

Education Planning


We recognize that your children and grandchildren are your future, and that a proper education is key to their success. We also know that skyrocketing costs and increasing competition make planning for your children's education a daunting challenge. We understand the obstacles you face and can help you select the right choices from the many options available, including Education IRA's, 529 plans, prepaid tuition, and others.  Call us today to see how we can help you meet your education funding goals.

Insuring Your Future


A strategic and solid insurance plan should be an integral part of anyone's comprehensive investment strategy. We will help you identify the appropriate insurance to coincide with your long-term goals. We have access to a suite of some of the most respected names in the industry including products such as Group Health, Term, and Universal Life. Request a quote today!


With today's medical advances increasing the life expectancy of the average American, the likelihood that we will one day need long-term care is also increasing. 

Whether you would like care in your own home, or at a skilled nursing facility, we can compare plans that protect both you and your pocketbook. Request a quote today!