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What We Do

Keep It Simple, And Smart

A Single Firm to Address All Of Your Needs

  • Comprehensive financial plans
  • Portfolio construction, monitoring, and periodic re-balancing
  • Retirement; accumulation and distribution planning
  • Funding college and other major expenses
  • Tax minimization throughout all stages of the financial cycle
  • Insurance protection; Buy-Sell, Cross-Purchase Agreements
  • Life and Long-term care insurance 
  • Trust and Estate planning
  • Company Retirement Plans; Qualified and Non-Qualified