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About Us

Your Life Our Plan

Over the years, I have found that a holistic approach can be the most effective method to help clients as they work toward achieving their short and long-term goals.


Our Primary Purpose

Solutions

Financial Planning with eMoney (Comprehensive or Individual Concept)

Retirement Investments and Income-Distribution Strategies

Estate Planning/Asset Protection and Long-Term Care 

Tax Reduction Strategies

Executive Benefit and Deferred Compensation Strategies

Philanthropic Gifts and Endowments

Group Benefits

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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