OUR MISSION

To service the clients needs professionally and confidentially; To adhere to the professional standards of conduct in guiding our clients; To protect insurable obligations; and attain your financial security as if it were our own.

TAX PREPARATION

Did you know that there are ways to reduce or defer your tax liability? Don't delay, missed opportunites are not recoverable. Let us help you take the worry out of filing your income tax return.

Daily Money Management

Daily Money Management (DMM) programs provide personal financial assistance to seniors, individuals with critical illness, disabilities and the busy entrepreneur.

LIFE INSURANCE

Are you prepared if the unexpected were to happen tomorrow? What would your family do if you were to pass prematurely? Together we can analyze your specific situation and determine if you are properly protected.

ANNUITIES

Can you continue your present standard of living into your retirement years? When can you safely retire without running out of money? Annuities can help create guaranteed lifetime income to supplement Social Security benefits to facilitate your needs in retirement.

ESTATE PLANNING

Have you thought about the effect of taxation on your beneficiaries if you were to pass away? We will evaluate your exposure to Estate Taxation and provide options to help create a tax efficient strategy.

LONG-TERM CARE

How would it affect your spouse if you were to need long term care in the future? What if the cost nearly exhausted your hard earned retirement funds? We can help you analyze your situation and show you options to help protect you.