Services

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Financial yield takes time.

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