About Us

Building Your Financial Future One Step at a Time.

Immediate Needs

Life Insurance, Disability Income Insurance,
and Long Term Care Insurance for protection to help Insure against potential losses.

Short-Term Needs

Money Market Funds
Cash Reserve
Emergency Money (3-6 Month's Expenses)

Long-Term Needs

Investment Products
Retirement
College Funding
Wealth Accumulation
General Savings

Office

Analyze

Before we recommend any product or service, we ask questions and get a clear understanding of your circumstances and financial objectives. We then analyze your existing plans to see if they will meet your current and future needs.

Design

We will prepare a written plan with suggestions to fill in the gaps or to help you reach your objectives more efficiently.

Implement*

If our recommendations make sense to you, we will work with you to implement your plan by securing and coordinating the required products and services.

Review**

Because your financial situation is bound to change, we will work with you over time through annual reviews to monitor the performance of your program and ensure that it is always focused on the achievement of your goals.

 

 

*The client is free to implement the plan recommendations with whomever he/she chooses.

**Annual, or periodic, reviews of your financial plan may require a new plan agreement and result in additional fees.