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What sets us apart from the rest
is our hometown approach to our business; our clients are our friends, neighbors, and business associates who have trusted us for over 40 years. We have clients that are multi-generational; with our very first client from 1976 still with us today.

We have the unique ability to translate the most complex of financial terms and challenges
 into a language that our clients can understand

Our years of business relationships allow us to collaborate, on your behalf, with attorneys, CPA's, accountants and other experts in the field.

This personal approach really allows us to get to know you and your family so we can truly understand your needs, your family goals, and provide you with the security your family needs and wants.

  • Strategies for Wealth Accumulation and Risk Management
  • Planning for Retirement and then managing your nest egg
  • Budget and Cash management techniques
  • Wills, Trusts, and Power of Attorney; its important to include your CPA and Attorney in the conversation
  • How to plan for college, buy a home or start a new business
  • Legacy Planning and Charitable Giving techniques

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