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Pursue Financial Freedom

We provide customized solutions to assist individuals, professionals, and business owners in reaching their financial goals.

We offer an extensive line of products and services, as well as diverse financial and responsive service. From insurance needs to college funding, retirement or estate planning strategies, we’re committed to helping you accomplish your long-term financial objectives.

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Services We Provide

Wealth Management

Wealth Management

Let your wealth work for you and those who are close to you.

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Financial Planning

Financial Planning

A financial plan is a plan for financial security.

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Retirement Planning

Retirement Planning

Working a lifetime should result in a retirement lifestyle of your choosing.

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Tax Planning Strategies

Tax Planning Strategies

The Internal Revenue Code has thousands of pages of statutes and regulations

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Insurance Services

Insurance Services

There are many risks in life made manageable through insurance. 

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Estate Planning

Estate Planning

Leaving a legacy and helping those whom you love.

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Markets We Serve

Individuals & Families

Grow your financial literacy and plan for your financial future.

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Small Business

Assisting business owners in their entrepreneurial pursuits.

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Educators/Non-Profits

From the founding of the nation, Americans have always valued quality education and community service.

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Public Employees

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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<p>Understanding the SECURE Act</p>

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.
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Calculators

Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?


College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.


Risk Tolerance
Use this calculator to find your individual risk tolerance profile based on the amount of risk you are willing to accept.


More Calculators

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