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What We Do

Access to the Independent Universe of Choice

In your financial life, proper planning is an essential component.  The most important part of a good financial plan is it's ability to change and adapt to changing circumstances.  We offer a breadth of financial tools to help you make the most of your changing life.  As a full spectrum, independent financial advisory firm, it is our goal to help you coordinate your goals with the tools necessary to make them achievable.  With a full toolbox, we never need to force a hammer to do a job best suited to a screwdriver.

Our Services

  • Financial Plan Creation, Presentation and Coordination of Implementation
  • Portfolio Analysis
  • Risk Profile Creation
  • Goal Funding Modeling and Success Projections
  • Cash Flow and Budget Analysis
  • Tax Planning Strategies
  • Estate and Trust Planning and Coordination with Attorneys
  • College Expense Needs Analysis
  • Insurance Needs Analysis and Risk Management
  • Social Security Analysis
  • Pension Analysis
  • Employer Benefit Analysis
  • Health Coverage and Medicare Analysis
  • Death Benefit and Claims Assistance

Our Products

  • Brokerage Accounts
  • Advisory and Fee only Accounts
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Individual Mutual Funds
  • Individual Retirement Accounts
  • Self Employed Retirement Plans
  • Small Business Employer Sponsored Plans
  • Large Employer Retirement Plans
  • College Funding Accounts
  • Alternative and Direct Participation Investments
  • Real Estate Investment Trusts
  • Variable, Fixed and Indexed Annuities
  • Medicare Plans