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What We Do

Financial yield takes time.

Client Centered

We firmly believe that patience and perseverance lead to prosperity.

Over the last 40 years of business, we’ve seen volatility in the markets that creates many emotions for investors. Through diversification and meticulous management, we help preserve your investments so you can have confidence for the future.

The world is changing and we want to educate our clients so you can make the best decisions for your circumstances. Starting with your goals, we can show you how to multiply any harvest.

Our Expertise

For Individual Investors

  • Traditional and Roth IRAs
  • 401k Rollovers
  • Wealth Management
  • Mutual Funds
  • Financial strategies and planning
  • Alternative investments
  • Real Estate Investment Trusts (REITS)
  • Tax preparation with onsite CPA
  • 529 plans
  • Fixed Annuities
  • Variable Annuities
  • Variable Universal Life Insurance
  • Life insurance
  • Long Term Care insurance
  • Medicare Supplement & Medicare Advantage Plans
  • Health Insurance for Self Employed individuals

For Small Businesses

  • 401(k) plans
  • 403(b) plans
  • SIMPLE IRA plans
  • Corporate retirement benefits consulting
  • Plan participant investment education
  • Investment committee advising

Tax Reduction Planning

  • Comprehensive review of your tax situation to highlight opportunities for tax reduction strategies
  • Complimentary consultation with your tax professional
  • Recommendations of tax strategies including tax-advantaged investments
  • Staying up-to-date on new tax laws and presenting any that can affect your situation

Get In Touch

Let’s make a plan for your future.

Whether you’re a first-time or a seasoned investor, we want to hear your story and help you maximize  your life’s work. Start the conversation today.

Contact Us