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Our Services

The best financial plan is one that is specifically designed for your unique needs and goals. And the quality of your financial plan depends upon the quality of your relationship with your advisor. By devoting the time to get to know you; by listening closely to your goals, your dreams — Your Story — we can help you take control of your financial destiny and move confidently toward your future.

Our clients are individuals, families, and business owners who need help making the best, strategic decisions in all aspects of their financial lives. They are diverse in terms of occupations, interests, and geography. Their common thread is a desire to work with an independent firm that understands them and provides an extraordinarily high level of care.

Our full array of financial services includes:

  • Financial Planning
  • Retirement Planning
  • Income Planning
  • Education Planning
  • Estate and Legacy Planning
  • Investment Management
  • Wealth Management
  • Insurance and Annuities
  • Long-Term Care Planning
  • Tax Planning
  • Tax Preparation