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How We Work

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – 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 mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

  • We work with a wide range of products to find the best solutions to meet your goals. Our product line consist of Managed Accounts, Mutual Funds, Annuities and Insurance Products. Focusing on finding the right product or products to optimize your goals is our goal for the client.

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  • Let us help you put the whole plan together ultimately trying to achieve a goal of keeping as much of your income and assets in your hands through thoughtful tax planning.  We do tax preparation work for individuals and businesses.

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  • Providing Life Insurance both permanent and term, Long Term Care Coverage and Disability Insurance.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  215-539-0317