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
Contact us for a free consultation about any of the above services.
We are available by appointment.
352-609-5262
