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We want to know... What keeps you up at night?

As your wealth advisor, we want to help you develop peace of mind over your financial future.

Just like you, we have families and know you feel a sense of responsibility to protect and secure a future for them. While we can’t prevent the unexpected, we can help you plan for success.

We invite you to sit down with one of our experienced financial advisors to help you create a unique plan to pursue your goals and dreams.

Financial Planning

Investment Management
Retirement Planning
College Planning
Estate Planning

Tax Planning

Individual Taxes
Business Taxes
Gift & Estate Taxes
Trust & Fiduciary Taxes


Fixed & Variable Annuities
Life Insurance
Disability Insurance
Long Term Care Insurance

Business Services

Small Business Services
Bookkeeping & Payroll
Employee Benefits
401K & Company Plans
Succession Planning

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. | (859) 236-0595