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Our Services

Our number one objective is to manage our clients assets with prudence and integrity by maximizing return and minimizing risk.

In addition to managing your money, we also offer investment advice across multiple investment topics including but not limited to:

  • Retirement planning (401k’s, 403b’s, and Traditional, Roth, and SEP IRA’s) 
  • Social Security, Medicare and Medicaid
  • Education and College Saving Accounts
  • Debt financing alternatives
  • Life insurance and annuity products
Although we don’t sell services other than investment management, we are happy to share our advice on these topics at the client’s request.  We strive to be your trusted partner and the go-to financial resource for any financial related matters.  For more complex tax and estate planning requests, we have trusted local industry experts for who we are happy to refer to our clients.

Invest With Us

We would love to start a conversation with you to see how we can help.