What Makes Us Unique

  • Independent Advisors are not restricted to "house" products but can choose the ‘best of the best’ from the open marketplace
  • Fee Based asset management solutions
  • Being a Certified Financial Planner®

Our Approach

Every client, whether individual or business, has unique needs. Planning for proper financial security is not a one size fits all approach.

Our approach is to:

  1. Review financial concerns - take the time to ask questions and understand our clients
  2. Analyze the investment products to best meets their needs
  3. Implement the selected strategies
  4. Monitor, review, and adjust the portfolio as needed

Services Available

  • Life, Disability, and Long Term Care Insurance
  • Medicaid Planning
  • Social Security Claiming Strategies
  • Annuities
  • Investments - Stocks, Bonds, Mutual Funds, Exchange Traded Funds, Options, Private Placements, Tax Lien Certificates, and Mortgages
  • Real Estate Investments

Contact us to learn more