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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

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

  • Asset Management

  • Wealth Accumulation

  • Tax Liability Issues

  • Investments: Stocks and Bonds

  • Retirement Accumulation Strategies

  • Management of Annuities

  • College Savings Plans

  • Insurance and annuity products

  • Life Insurance

  • Health Insurance

  • Long Term Care

  • Wealth Transfer

  • Trust Asset Management

  • Tax Planning Strategies

  • Certified Estate Planning

    • Preservation strategies of estate for spouse and heirs

    • Direct who will receive your estate and when

    • Estate Asset Settlement

  • Certified Divorce Financial Analysis

    • Strategies to help avoid pitfalls related to a pending divorce

    • Forecast the long-term effects of settlement

    • Tax liabilities and benefits

    • Meeting the financial demands of today and planning for retirement