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After all, It's Your Money!

We always start with a conversation of what is most important you YOU - after all, it's your money.  We then create an overall Strategy that will best help you continue with your lifestyle and achieve those outlined goals.  Once your desires have been understood, then we look to the following tools to assist in the application of the Strategy:  

Financial Planning

  • Asset Accumulation 
  • Asset Distribution
  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Investments

  • Bonds
  • Common Stock
  • Mutual Funds/Index Funds
  • Exchange Traded Funds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities

Insurance

  • Fixed and Index Annuities
  • Life Insurance
  • Long-Term-Care Insurance
  • Disability Income Insurance