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How We Work

Today’s economic and investment climate offers unprecedented opportunities. To take advantage of them, you need the flexibility and expertise of a team approach.

From developing realistic goals and timeframes, to creating a strategy for implementing a sound financial approach, to making adjustments along the way, our firm stands ready to serve you. We work hard at developing enduring, long-term relationships with people we have come to know and care about; people who have placed their trust in our expertise and dedication.

Educating you about financial concepts and products is an important part of our services, which is one of the many reasons why we provide you access to our website.

Our site is packed full of information, concepts, and ideas designed to give you a better understanding of the world of personal finance.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Here is a short list of the specialized services we offer;

  • Fee-based Personal & Business Financial Planning Services
  • Retirement Income/Cashflow Planning
  • Investment Portfolio Management and Analysis
  • Social Security Optimization Planning
  • Tax Strategies
  • Risk Management Strategies
  • Education Planning
  • Long-Term Care Planning
  • Estate/Legacy Planning and Charitable Giving
  • Business Planning - Key Employee Retention, Buy-Sell Planning, Business Succession/Exit Planning