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Financial Planning

Our first priority is getting to know you and your family. We want to learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Long-term relationships that encourage open and honest communication have been the foundation of our financial planning for hundreds of clients.

Our process focuses on nine areas of comprehensive financial planning. As an independent office, we are not limited to one brand of product and are able to offer a complete menu of financial tools with guidance and support in these areas:


Types of Accounts

  • Brokerage Accounts
  • Custodial Accounts for Minors
  • Education Savings Plans
  • Investment Advisory Accounts
  • Roth IRA
  • Simple IRA
  • Traditional IRA
  • Trust Accounts
  • Business Retirement Plans
    • 401(k)
    • 403(b)

Investment Vehicles

  • Annuities
  • Bonds
  • Common Stock
  • ETFs
  • Government Securities
  • Mutual Funds

Financial Planning Services

  • Account Consolidation
  • College Planning
  • Estate Planning and Conservation
  • Retirement Accumulation Strategies
  • Retirement Income Strategies
  • Tax Planning


  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Insurance