With over 20 years of experience in the financial industry, customer service is a top priority.  

Services offered:

  • Review your investments, designing personalized portfolio appropriate to your needs
  • Year-long periodic monitoring of your investments
  • Recommendations regarding your 401k plan
  • College Funding Strategies
  • Comprehensive review of your tax return, highlighting opportunities for maximizing tax reduction strategies
  • Analysis of your income needs now and in the future
  • Reviewing your current estate plan and concerns
  • Life, Disability and Long Term Care Insurance
  • Newsletters to keep you apprised of the most current planning options 

Whether you are a current valued client or a prospective client, chances are we have the information you are looking for!  Call or email to schedule a face-to-face conversation today.