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.  We believe in following a disciplined, long term approach to investing.

Once your goals have been established, we will  implement comprehensive strategies best suited to your unique needs.  We can help you execute a sound financial program utilizing the following products and services:

• Investment management
• Retirement strategies 
• Estate conservation
• Insurance products
• Long-term care planning
    -  Private pay
    -  Long-term care insurance
    -  Medicaid planning
• Annuity products
• Tax management