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Our Services

While developing a comprehensive financial program, we will walk you through a step-by-step process that will bring confidence to your future decisions and clarity to your next steps. We are proud to be one of the few premier financial planning firms who understand the complexities of Special Needs Planning. 

Our certification as National Social Security Advisors and members of the Special Needs Planning Academy along with a combined 60 years of experience enable us to provide truly customized solutions to all of your complex planning needs. 

Once your goals have been established, we will customize appropriate strategies in line with your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Consulting: Comprehensive Analysis Helps You Look to the Future with Confidence

  • Advisory Services (fee based)
  • Custom Financial Plan Creation
  • Retirement Planning Strategies
  • Special Needs Planning- Future Care Cost Estimates
  • Special Needs Resources
  • Social Security Maximization
  • e-Money Subscription

Investments: Helping Pursue Your Financial Goals

  • Actively Managed Money Accounts
  • ABLE Accounts
  • Mutual Funds, Stocks, and Bonds
  • Brokerage Accounts
  • Individual Retirement Accounts
  • College Funding Investment Products
  • Annuities - Fixed, Deferred, Immediate, Indexed, and Variable

Insurance: Protect your Loved Ones with Reliable Coverage

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Medicare Supplement

Employer Benefit Products: Consider Group Benefit Products

  • Group Health
  • Group Disability
  • Group Life
  • Group LTC
  • Voluntary Benefits
  • Executive Benefits
  • Financial Education

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