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We have the knowledge and experience to bring added value to each of our client relationships.  Many of our clients have the knowledge in financial matters but lack the time necessary or they procrastinate because of their primary business responsibilities and family life. Thus, little items can get missed and financial optimization does not occur. We also find many others are not receiving these services from other agent/brokers.

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-Our Commitment to You-

  1.  Provide clear and timely communication.  

  2.  Resolve problems quickly and to your satisfaction.

  3.  Fully disclose all fees and implementing with low fee strategies. 

  4.  Focus on overseeing your family’s financial affairs, not marketing our practice.

  5.  Meet your investment performance expectations.

  6.  Possess a comprehensive breadth and depth of industry knowledge.

  7.  Always have your family’s best interests behind every financial recommendation.

  8.  Care more about you than your investments.

  9.  Fully understand your family’s goals and needs.

  10.  Help you create and execute an up-to-date formal financial plan using outside experts if needed.



  • Mutual Funds

  • Exchange Traded Funds (ETFs)

  • Index Funds

  • Managed Accounts

  • Common Stock

  • Bonds

  • Private Equity

  • Private Debt

  • Hedge Funds

  • Municipal and Government Securities

Financial Planning

  • Retirement Plans

  • Tax Saving Strategies

  • Traditional IRA

  • Roth IRA

  • Simple IRA

  • 401(k) Planning

  • 403(b) Planning

  • College Plans

  • Estate Plans

  • Profit Sharing Plans



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