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Our Services

Big changes can happen in your life at any time, so you have to think carefully about financial decisions that may affect your future. Whether your family is growing or you're trying to limit the impact of a transition on your loved ones, remember your long-term goals. You may be considering important life events like college or marriage; you may be put in a position of caring for the people who supported you throughout your life; or you may be negotiating a settlement to divide your combined assets-no matter what the situation, you've got a lot to think about. Planning now could help make the difference between just getting by and living comfortably down the road.

If you're a business owner, you understand what it takes to build a successful business. It takes vision, preparedness, skills and desire - not to mention a focused dedication to achieving your goals. If you are like most business owners, you've worked hard and made many sacrifices to grow your business. That's why you should put just as much energy into protecting it as you did building it.

We provide a full array of comprehensive financial services for you AND your business.

 Contact us today for a complimentary initial consultation or brief introductory conversation to determine how we might partner with you toward achieving your financial goals.

Individual Products & Services 

Business Products & Services

  • Financial Planning
  • Fixed and Variable Annuities
  • College Savings Plans
  • Investments
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Managed Accounts
  • Mutual Funds and ETFs
  • Individual Stocks and Bonds
  • Trust Service
  • Corporate Financial Planning
  • Financial Planning for Employees
  • Financial Literacy Workshops
  • Employee Benefits
  • Deferred Compensation & Bonus Plans
  • Supplemental Executive Retirement Programs
  • Executive Disability Income Insurance Plans
  • ESOPs
  • Buy-Sell Arrangements Funding
  • Succession Planning 
  • Disability Income Buy-Out Insurance