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Our Services

We provide sophisticated investment solutions based on each individual situation, and the specific needs, goals, and circumstances of each client. We approach each and every client from a holistic and personal perspective starting with a custom financial plan.  

What Makes Us Unique

Financial Planning is a process that involves discovering your goals and developing a plan to help meet those goals. We have over fifty years of collective experience in planning and assisting our clients in making financial decisions. Using a team approach, we are able to provide a broad range of financial services with specific experience, and strong, personalized client support. 

To help you reach your goals, needs, and objectives, our services include:

  • Cash Flow Analysis
  • College Funding Advice
  • Elder Care Strategies
  • Estate Planning
  • Investment Analysis
  • Second Opinion on Investments or Current Financial Plan
  • Income Tax Planning
  • Insurance Analysis
  • Personal Financial Planning
  • Retirement Planning Strategies


  • Disability Income 
  • Life Insurance 
  • Long Term Care

About Our Firm