Our Services

As and independent financial services firm, we have no proprietary products to sell. Consequently, we have no bias in recommending a strategy to our clients. Our process is to identify client needs and present a custom strategy that makes sense and is understandable.

Fee Based Wealth Management
Stocks, Municipal and Corporate Bonds, Mutual Funds
Insurance - Life and Health
Retirement Planning
Business Benefit Planning and Management
Fixed and Variable Annuities
Estate and Trust Planning
Medicare Supplement and Advantage Plans