Our Services

We work with you side by side so that you are comfortable and confident in your financial decisions.

 

 

 

 



Our first meeting simply involves getting to know one another. There is no-cost or obligation.  We will not let you buy anything in the first meeting.  We have one objective-to determine if we can help you and for you to determine if you want us to help.



Our main focus may include:

1) RETIREMENT PLANNING

2) TAX REDUCTION

3) INVESTMENT & FINANCIAL PLANNING

4) ESTATE PLANNING

5) LONG TERM CARE INSURANCE

6) LIFE, HEALTH OR MEDICARE INSURANCE