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Our Services

We develop customized "step by step" financial plans and solutions that will make you feel confident in your future. We can help you execute a sound financial program utilizing the following products and services:

  • Investment Management
  • Retirement Planning
  • Insurance & Estate Planning
  • Financial Planning
  • Income & Budgeting
  • College Planning
  • Social Secuirty Planning and Maximization
  • Employer Sponsored Plans
  • Divorce Financial Consulting

We offer a variety of Investment and Financial solutions such as:

  • Retirement Plans
  • Mutual Funds
  • Stocks & Bonds
  • Exchange Traded Funds
  • Unit Investment Trusts
  • Alternative Investments
  • Real Estate Investment Trusts
  • Independent Money Management
  • Annuities
  • Life Insurance
  • Tactical & Strategic investment strategies