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Insurance and investment provided for our clients:
Design a financial plan suited to your lifestyle
Manage retirement investment assets
Utilize annuities when required
Utilize life insurance when required
Long term care planning
Medicare planning
Estate Planning
Primarily Referral Based
Our clients introduce us to our next clients. This shows they like our approach, the people they’re working with, and the continuity year after year.
Our competition is generally a revolving door, which means the client gets a new financial advisor every few years. Also, the process often feels pushy in trying to sell you something. We’re more objective than the marketplace, and we do more research. We listen to our clients and develop a long-term personal relationship.
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