Our Approach

Our relationship with each client is based on mutual respect and trust. Therefore we keep our focus on each client’s individual needs and objectives and work in a collaborative effort to achieve those goals.

Our clients work directly with a dedicated team of professionals, each of whom offers a specific skill set to address each client’s unique financial concerns.

Through our round table process, clients are at the forefront of their teams approach to ensure that their stated goals and objectives are achieved.

We provide a full array of comprehensive financial services for individuals, families and businesses. Feel free to contact us for a complimentary initial consultation or brief introductory conversation to determine how we might partner with you toward achieving your financial goals.

Group Insurance Products & Services

  • Medical Insurance
  • Medicare Plans
  • Dental Insurance Plans
  • Vision Insurance Plans
  • Section 125 Plans
  • Group Short Term Disability
  • Group Long Term Disability
  • Payroll Deduction Life Plans
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  • Group Life Insurance
  • Assessment of Insurance Needs
  • Employer Sponsored Seminars

Retirement Plans

  • Profit Sharing Plans
  • 401(k) Plans
  • Section 457 Plans
  • SEP IRA Plans
  • SIMPLE IRA Plans
  • 403(b) Tax Sheltered Annuities
  • Deferred Compensation Plans
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Individual Insurance Products & Services

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Buy/Sell Agreement Funding Coverage
  • Key Employee Coverage
  • Assessment of Insurance Needs

Investment Products & Services

  • Annuities
  • Individual IRAs
  • Roth IRAs
  • Brokerage Accounts
  • Mutual Funds
  • 529 College Savings Plans
  • IRA Rollovers
  • Retirement Planning
  • Estate Planning
  • Financial Planning
  • Financial Statement Analysis