90 East Halsey Road
Your future is our primary focus. That is why our firm specializes in helping individuals develop sound financial strategies while feeling confident with their decisions. By focusing on money management and other critical issues to your financial well-being, we assist you as you reach your full financial potential.
Investing, insurance, estate conservation, and preserving wealth are crucial yet complex topics. We educate our clients about financial concepts and products through personalized, hands-on service and take the mystery out of managing your money.
Wealth Building, Conservation, and DistributionIncome to Wealth Transition Process®Planned Giving Strategies
Allocation ModelsManaged Money PlatformsVariable and Fixed AnnuitiesStocks, Bonds, and Mutual Funds
529 PlansUnique Alternative Strategies
Qualified and Non-Qualified Plans403(b), 401(k)m 457, ROTH, and IRAsPension Plans
Life, Disability Income, and Long-Term CareMedical
Buy-Sell FundingBusiness Continuation and Succession PlanningKey Person ProtectionBusiness Overhead Expense ProtectionBusiness Loan ProtectionSalary Continuation AlternativesSplit Dollar and Executive Bonus PlansDeferred Compensation Planning
Health and Medical InsuranceGroup Disability and Long-Term CareGroup LifeShort Term Disability and Long-Term DisabilityDentalVisionAncillary Benefits