Who We Are

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We develop financial strategies for families, professionals, and business owners which help them stay on course and realize their long term dreams. This process may include preparation of:

 

 

  • Comprehensive Financial Plans1
  • Estate Planning
  • Investment Management Services1
  • Estate and Tax Planning Techniques2
  • Insurance Solutions
  • Individual Life Insurance
  • Variable3 / Fixed / Lifetime Income Annuities
  • Employer and Individual Retirement Plan Solutions
  • Business Succession Planning
  • Individual Long Term Care Insurance
  • Individual Disability Insurance
  • Legacy Planning
  • 529 College Savings Plans3
  • Employer Group Medical Benefits
  • Implementation of Investment Strategies
  • Employer Group Life / Disability Benefits

The process is facilitated with the resources available through New York Life Insurance Company, Eagle Strategies LLC, and other highly recognizable investment and insurance organizations utilizing various cutting edge resources and platforms.

Our Mission

We serve as a trusted resource to help our clients make confident, well-informed decisions for their financial future. Our practice is committed to providing our clients the individual attention they deserve and to help them determine their objectives. We then collaborate with our clients and their advisors to take action and begin a course towards meeting their financial goals.

We are committed to developing strong, long-term relationships with clients, their families, businesses and advisors, striving to exceed our clients’ expectations in such a manner that they routinely refer prospective clients to us on an ongoing basis and remain excited to work with our firm.

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