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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

We pride our business in the relationships, trust and communication that we build with our clients.  Whether you’re nearly, newly or already retired, we endeavor to provide you with great service and advice that’s consistent with your individual financial needs.  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 we understand your goals, we will customize appropriate strategies to suit them. Then we can bring together the following products and services to help you execute a sound financial program:  

 

INVESTMENT and ACCOUNT SERVICES

  • Stocks/Bonds
  • Mutual Funds
  • IRAs / 401(k) / 403(b) Rollover Education

INSURANCE

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance                                                  
  • Annuities

SERVICES

  • Deciding When to Retire
  • Fee-Based Investment Advisory Services
  • Social Security Benefits Analysis
  • Tax Management
  • Estate Planning Services - Provided in conjunction with your licensed legal advisor.