All of our products and services are non-proprietary, meaning that the advice and products you recieve will be driven by your goals and objectives, not those of a particular investment firm or company.
Tax management opportunities
Investment management strategies
Stocks and Bonds
Mutual Funds
Retirement strategies
Estate conservation
Insurance Planning
Medicare Plans
Group and Individual Health Insurance
Brokerage Services
Fee Based Asset Management
Ancillary Health Insurance
401(k) and 403(b) Plans
529 College Savings Plans
Alternative Investments
Precious Metals
Real Estate Investments
Checking and Savings Banking
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.