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Our firm's main focus is on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Professional Personal Services

Fee-based Financial Planning

Fee-based Managed Accounts

Wealth Preservation Strategies

Products for College Funding

Estate Conservation Strategies

Products and Services for Retirement Funding

Life Insurance

Long Term Care Insurance

Disability Income Insurance

Professional Business Services

Buy/Sell Agreement Funding

Executive Compensation Plans

Deferred Compensation Plans

Products and Services for Retirement Funding

Business Continuation Strategies

Key Person Insurance

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. | (804) 665-1523