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What We Do

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and strive to take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Financial Advising

Each financial plan is custom developed, which means you can feel confident with the results. Having a financial plan is the first crucial step in developing a roadmap that can guide you to your financial goals, including your retirement. Plans are not only customized for your specific goals, they are flexible to help handle life’s unexpected events.

Wealth Management

Wealth management is a tailored approach to planning and managing all aspects of your financial picture. All of your financial affairs are reviewed and can be coordinated by us, which may include CPAs, and attorneys. Collectively, the goal is to simplify and handle the myriad of life and financial issues that can be downright overwhelming. We have access to many investment options, as well as the flexibility to accommodate just about any type of financial need or goal. We offer estate planning strategies, charitable giving and tax-advantaged strategies as part of the wealth management process.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 845.724.1259