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About Us

Client-oriented

we are
a Team

We work together in a collaborative effort to help you build a comprehensive financial plan and wealth management solutions. We put our clients at the center of our business and focus on our virtues, strength, and relationships with our clients, as we do in our family. 

01

Respectful

We treat others as we want to be treated

02

Professional

We take pride in producing high quality work

03

Dependable

We strive to always do what we say we do

“Do unto others as you would have them do unto you.”

Our Belief System

Relationship is key

personal service

get to know each other

We will meet with you to learn about you and your financial goals

discussing options

We will present options that are tailored to your specific financial goals and individual situation

determining your Plan

We will help you make educated decisions consistent with your vision for your financial future

helping you every step of the way

Our personalized and comprehensive approach to financial planning considers your income, retirement goals, estate planning and risk mitigation to create a financial plan specific to you. 

Our Services

we work hard
in all fields

We believe in an all-encompassing approach to financial planning. No matter where you are in life, our team of financial professionals will take the time to help you on your financial journey. 

financial Consulting

Make your money work for you, not against you.

Estate Planning

Prepare for late-in-life financial arrangements.

Tax Consulting

Minimize your federal income tax liability.

Life Insurance

Make sure your loved ones are taken care of.

The Retirement Income Hour radio show has been created with your financial future in mind.

our team of experts are here for you

With over 60 years of combined financial experience, we are well positioned to build a customized investment portfolio and wealth management solutions tailored to your needs.

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