What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

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Financial Planning
We have the knowledge and experience to help you analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
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Investment Management
Our investment management process provides comprehensive planning to determine your goals and circumstances and then to make recommendations for an investment strategy that aligns with your goals, implementation of your investment strategy, and a review of your financial plan to help you stay on track to achieve your financial goals.
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Retirement Income Evaluation and Planning
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task. Managing retirement income is an ongoing exercise in balancing guaranteed sources of income such a Social Security and fluctuating income from your investment portfolio, with living expenses and desired spending levels. Today’s retirees want to know if the assets they have saved for retirement are aligned toward their goals to achieve the lifestyle they desire in their retirement years. Budgeting, spending, and investing habits and strategies should be reviewed and adjusted regularly to help ensure your retirement plan is designed for the long term.
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Social Security Analysis
Social Security Analysis
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Estate Planning
Throughout your life, you’ve worked hard to accumulate assets, build wealth and provide for your family. You built a comfortable life full of shared memories and experiences; this is your legacy and your estate. Providing for and protecting your loved ones is never more critical than when you aren’t there to do so. That is why developing an estate plan can be one of the best things you ever do for them.
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Insurance Planning
Do you have enough life insurance to meet all of your goals and obligations? Life insurance is important to consider when building your financial plan. It can be employed to provide a sense of stability to your family in the event of your passing and allow them to maintain their lifestyle, stay in the family home, and meet other needs that may arise. However, income replacement isn’t the only factor to consider when determining how much life insurance coverage you need. Life insurance provides cash to pay off debts and replenish your family’s savings. It can also be used from a planning perspective to provide for future family goals, like college tuitions and weddings.
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Long Term Care
Long Term Care
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Business Retirement Plans
We are committed to working with your organization to deliver innovative and results-oriented strategies for your employer-sponsored retirement plan. We have access to valuable tools and resources, and provide practical insight, which enables us to translate complex plan issues into meaningful results.
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College Saving and Funding Plans
Education costs have skyrocketed over the last 10 years. As a parent, grandparent, or relative who is responsible for a child’s education, you know how critical meeting those costs will be to their future. We can help you navigate through the complexities of college planning, to meet your unique savings and funding goals.
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Financial Refresh
Simplify. Plan. Live with Confidence. No matter where you are in life, we can help you get on track to meet today’s financial needs and establish a plan to help you reach tomorrow’s goals.
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Online Access
Our digital experience makes connecting your life and finances easier by providing 24/7 secure access to your account information, aggregation tools, eDelivery, and more.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.