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Our Services

We are committed to helping individuals and couples achieve their financial security.  We will provide retirement, insurance and financial planning services and products tailored to meet your goals and achieve your dreams.  

We believe in continually expanding our knowledge of current financial strategies, issues, trends, insurance and financial products.  We accomplish this through diligent and ongoing research, the use of up to the minute technology and naturally, extensive continuing education.  

We will strive to provide you with tangible ideas that fulfill your needs, accomplish your goals and address your concerns.  We will provide concise, easily understood explanations of those ideas and once they are implemented, we will follow through with timely, thorough service on a regular basis.

 Prudent Optimization Process  

Through the use of our proprietary software and analytics, we can help determine which, if any, of the 21 most common overlooked details will impact the overall plans you have in place.     

Asset Recovery Analysis / Planning

We can redesign your portfolio so that you never lose any money, recover your original investment principal, increase your income and significantly reduce your aggregate tax liability, all while helping insure you don’t outlive your assets    


Fee based money management

Insurance Needs Analysis        an in depth look at your insurance portfolio  

Estate Planning                              an in depth look at your estate & ways to protect it

Distribution Planning 

Income Planning               an in depth look at your long term income needs                                                     


                   
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