Broker Check

Chart a course toward your personalized financial destination.

Asset Management

We seek to create a diverse portfolio with low investment costs and a high level of personalized service and focused attention.

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Financial Planning

Your custom financial plan serves as a map toward your personal financial destination.

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Charitable Giving

Many of our clients wish to give back to communities in which they live.

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Insurance Solutions

Insurance is a vital, yet often overlooked, component of any comprehensive financial plan...

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A Guiding Light Towards Your Financial Destination

Who We Are

We are a team of experienced financial professionals dedicated to helping clients pursue their long-term financial goals. We believe everyone should have access to personalized advice based on your individual goals, regardless of their current assets, and we provide all clients with the same level of custom, valued service.

About Us
Your Goals, Our Strategies

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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  • Retirement
    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years' collective experience, we'll help secure your legacy for future generations.

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  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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