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Individual Financial Planning

We provide an easy-to-understand and ethical approach for solving the investing and financial planning challenges of today's marketplace. We act on the principles of education and trust and provide the highest quality information, service, and products to our clients. Our services include:

Financial Planning

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning
  • Investment and Portfolio Management
  • Income Planning
  • Education Funding
  • Estate Planning

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. Your portfolio may include:

  • Mutual Funds
  • Indexed Funds
  • Variable and Fixed Annuities
  • Brokerage Accounts
  • Fee-Based Accounts

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.