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Our firms specialize in helping individuals develop sound financial strategies. Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the indecision out of investing, estate conservation and wealth preservation.
We understand the many challenges of investing today and know a major concern for many investors is outliving their money. We focus on money management, in addition to other issues that are critical to your financial well-being.
Personalized Financial PlanningBusiness Financial PlanningBusiness ContinuationEstate Planning (1)
StocksBondsETFsMutual FundsReal EstateLimited PartnershipsRetirement Plans – Individual and Employer-Sponsored529 Plans (2)
Annuities (3) Long-Term-Care Insurance Disability Income Insurance AFLAC/Supplemental Benefits Group and Individual Health Insurance Medicare
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