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We help you take care of yourself and your family.

As independent advisors, we are not tied to any particular funds or products. As registered fiduciaries, we have a legal obligation to act in your best interest.


Financial Planning

Investments

Income Tax Strategies

Estate Planning

Education Fund Planning

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Retirement Planning

Simple and SEP IRAs

Profit Sharing Plans

Roth IRAs

Traditional IRAs

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Investment Management

Asset Allocation

Risk Assessment Analysis

Assessing Investment Tax Consequences

Discretionary Portfolio Management

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Insurance

Life Insurance

Long Term Care

Medicare Supplemental Insurance

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<p>Long-Term-Care Needs</p>

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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<p>Coaches</p>

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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