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Our Services

Investments

Mutual Funds
Annuities
Stocks/Bonds
Municipal Bonds
CDs

Financial Planning

Second Career Planning
Social Security Planning
Cash Flow Analysis
Tax Strategies
Intergenerational Planning
Wealth Management
"The Bucket Plan"

Insurance

Long Term Care Insurance
Disability Income
Life Insurance
Insurance Appraisals

Retirement

Traditional IRA
Roth IRA
SEP IRA
Simple IRA
401K Plans
401k Plan Confidence 
403b Plans
Money Purchasing Plans
Profit Sharing Plans
HSA (Health Savings Account)

Goal Based Planning

Retirement Planning
College Planning/529 Plans
Charitable Giving
Life and Goal Planning
Estate Planning
Succession Planning

Trusts*

Legacy Trust
Special Needs Trust
Asset Protection Trust
Charitable Trusts
Life Insurance Trusts
Testamentary Trust

*Through our professional partners