As an independent financial services firm, we have access to a wide range of resources and can offer a variety of solutions to meet our clinets business and individual needs.  We are committed to providing exceptional customer service, while utilizing the latest financial technology available.  We specialize in creating custom tailored plans to specifically address your goals.  Our highest priority is to create value and peace of mind for our clients by offering the following services.

  • Investment advisory services *
  • Employee Benefit plans
  • Retirement planning *
  • Insurance services
  • College planning *
  • Estate planning
  • Tax preparation

For each of our clients we strive to provide products and services that will help them achieve their goals.  Our firm takes pride in providing exceptional customer service to our clients.