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Our Services

How We Work

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.   |  330-702-1560