Personalized Advice
Educate you on your options
We'll bring you options from various providers that can help address your needs and implement a plan for what you have earned and saved.
Provide clear recommendations
You provide insight into what is important to you and we help tailor recommendations that align with those goals
Ongoing Service
Track your progress to face the future together
As your goals change over time, so should your financial strategy. We understand life can be unpredictable and believe in adjusting the sails as the winds shift. We modify positions to progress toward new goals you've communicated to us, so you can live the life that's most meaningful to you.
OUR SERVICES
PLANNING
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Retirement Planning
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Pension Planning
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Distribution Planning
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College Planning
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Long Term Care Planning
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Debt Management
RETIREMENT
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403b/457b/401k/401a
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Roth 403b/401k
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IRA (Traditional, Roth, SEP, SIMPLE...)
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Distribution Planning
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Fixed or Variable Annuities
RISK MANAGEMENT
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Pension Maximization Strategy
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Mortgage Protection Strategy
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Life Insurance:
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Term Life
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Indexed Universal Life (IUL)
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Variable Universal Life (VUL)
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Long Term Care Planning
INVESTMENTS
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Advisory Services
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Portfolio Management
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Asset Allocation Services
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Strategic Asset Management
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Structured Investments
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Index Funds
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Actively Managed Funds
EMPLOYEE BENEFITS
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Defined Benefit Plans
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Health/Dental/Vision
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Group Disability & Life
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Executive Benefits
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401k/403b/457b
Meet with a
Professional Today
Educational Association Relationships
