We are a Husband,wife team who are competent, service-oriented and experienced professionals dedicated to helping you reach your personal and financial goals with a full range of top-rated products and solutions designed to meet your specific financial planning needs.
We are fully committed to:
* Listening intently to our prospective and existing clients!
* Helping clients understand the vast array of options
* Helping clients achieve their financial goals through careful, thoughtful, and prudent planning
* Providing highly personalized service with a unique patented approach that keeps things simple
* Creating and Preserving Wealth
* Expanding our expertise through continuing education
Advice is based solely on client's specific situations and goals will include all aspects of a client's financial situation.
* Investment Advisory Services
* Asset Preservation Techniques
* Estate Conservation
* CPA Tax Preparation/Planning
* Maximized College Planning
* Retirement Income Planning
* Safe Money Concepts
* Long Term Care Planning
* Guaranteed Medicaid Planning Service
* Insurance Valuation Services
* Home Equity Conversion Mortgage Planning
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