Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:



  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products
  • Health insurance
  • Life insurance
  • Dental insurance
  • Medicare supplements and advantage plans

Nobody wants to think about the possibility of needing long-term care. But if, somewhere down the line, you and/or your spouse do need assistance, will you have the funds available to pay for care?

Are You Prepared for Long-Term-Care Expenses?

Use this calculator to assist you in answering these questions.

As one ages, the risk of not being able to qualify for long-term care insurance may increase due to deteriorating health.
Use this calculator to find what the cost of waiting to buy long-term care insurance may be.


Watch the Long Term Care E-Seminar!!!