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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

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.
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Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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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.