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Individuals and Families Services

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our Process

One of the most important things we do for our clients is to take them through our six step process:

  1. Define Your Goals
  2. Review Your Assets
  3. Analyze Your Needs
  4. Provide Recommendations
  5. Implement Your Plan
  6. Monitor and Track Your Goals

Please watch this short video with some more details about or process:

Retirement Planning

Retirement planning has more to it than at first glance.  We not only help you estimate how much you will need, and how to save for it, but to put together a plan for what you will do in retirement and where you will be doing it.

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College Planning Services

We help you through the college planning process from early estimates of the costs of college, to finding the right saving strategy for you, to college search help, to college applications, financial aid, paying for college, and graduation.

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Overall Financial Planning

Beyond the core planning services of Retirement and College Planning, you may be ready for more of a complete financial plan including additional elements such as estate, tax, and insurance planning.

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Investment Management

Investment Management is where we put plans into action and setup various accounts specific to each of your goals.

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Life Insurance Services and Quotes

We help you through the insurance process from initial education, to comparing quotes, to getting you covered including hard to place cases.

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