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Wealth Management

OUR SERVICES

We provide advice that is customized to each client's needs on a fee for service basis. This allows clients to know that they have an advisor working for them as opposed to a salesman working for himself. Because the cost is determined up front, clients don't have to worry whether the meter is running with each phone call. Once the planning process is completed, we are able to implement planning recommendations so clients can do what they do best.

Personal Financial Planning

Personal Financial Planning

You've worked hard to achieve your position. We work hard so that managing your personal finances doesn't have to be a second job.

  • Benefits coordination and maximization
  • Retirement Planning
  • Estate Planning
Business Owner Planning

Business Owner Planning

You've worked hard to build your business. We work hard to help you keep more of it.

  • Succession planning
  • Retirement plan consulting
  • Asset protection