Our Services

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and seeks to meet both short and long-term objectives.

Please feel free to contact us for more information on any of the following offerings:

Planning Opportunities

Lifestyle Planning
Investment Planning
Estate Planning Strategies
Business Planning
Retirement Planning
Education Funding
Fee Based Planning
Legacy Planning

Investments

IRA's: Traditional. Roth, SEP, Simple
Mutual Funds
Brokerage Accounts
Fee Based Portfolios
Third Party Money Managed Accounts
Fixed & Variable Annuities
Fixed & Variable Life Insurance
401K Plans
529 Education Plans

Insurance

Life Insurance
Long Term Care
Disability Income

*All insurance products and services are available on an individual and group basis

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Learn More

The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

Learn More

How Much do You Know About Investments?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."