Broker Check

Our Services

How We Work

Our investment philosophy is in action every day – through our relationships with clients, the work we do and the investment principles that guide us.

We believe the first step in developing a long-term relationship with a client is getting to know each other.  Our financial professionals seek to understand a client’s needs, objectives, and plan for the future. Our process includes collecting and reviewing information from potential and current clients, interacting with investment professionals, both internal and external and having follow-up conversations with clients.  As part of this discovery process, clients also have the opportunity to get to know their financial professional(s) – the person or professional team that will help them to secure their future and protect the ones they love.


Mutual Funds

Pro-Actively Managed Accounts

Brokerage Accounts

Variable Annutities

Indexed Annuities

Structured Annuities

Fixed Annuities

Insurance & Protection

Life Insurance

Disability Income Insurance

Long Term Care Insurance

Business Overhead Insurance

Group Insurance

Keyman Insurance

Financial Planning

Retirement Income Planning

College Savings Plans

Estate Planning

Traditional/Roth IRA

Wealth Continuation

Legacy Planning

401(k) Plans

403(b) Plans

Business Continuation/Buy-Sell Insurance

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.

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