Services

We ensure that every one of our clients has a plan that fits their needs, not ours.
Our clients never have to wonder where to go for financial, legal or tax questions.

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Mutual Funds

We provide fund solutions to custom fit any objective and risk profile.  We use an unbiased approach and provide continued proactive management.


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Managed Accounts and ​Alternative Investments

We provide managed fiduciary accounts.  Our process will identify what type of account is most appropriate after a comprehensive meeting process.  Our fee schedule is customizable based on your needs and service requirements.


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Annuities

We offer annuities to fit specific needs: income, tax deferred growth, principal and death benefit protection.  We believe that all investors are unique, and that their retirement solutions should help them meet their goals regardless of the product.


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Life and Long Term Care

Whether you’re raising a family or retired and planning your legacy, life and long term care insurance can play a critical role.  We offer many different products and solutions to fit these needs.


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