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Wealth Management

We strategize with you to create your own goals-based financial plan.

We then develop and implement your customized investment, retirement, risk management and estate planning strategies to help achieve your financial goals.

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Employee Benefits & Retirement Plans

We are a full-service group insurance broker, helping business owners protect their health and financial security.

We also provide executive benefits and group retirement plan solutions such as 401(k)’s and 403(b)’s designed to attract and retain top employees.

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Medicare & Social Security Planning

Two of the most important decisions as you approach retirement are how to tackle Social Security and Medicare.

We have specialists who help create a Social Security and Medicare plan to maximize your benefits.

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Resource Center

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
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Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.