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Individuals and Families

Whatever stage of life you are in, we offer objective, comprehensive financial planning and guidance to help you achieve your goals. Whether helping you to plan for retirement, navigate insurance options or manage complex long-term care or planning decisions, we work with you to make your dreams a reality.

Our focus is on successful outcomes and helping clients to live the best lives they can. We have helped many clients facing complex situations or life challenges. While every situation is unique, we bring decades of experience to put financial plans and strategies in place to help meet individual goals.  

Retirement Planning  

Insurance

Long Term Care Insurance and Planning 

Insurance and Long-Term Care as Part of Financial Planning

Saving for College

Investments

  • Bonds
  • Stock
  • Educational IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance