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Personal Services

Arranging your personal affairs to meet changing financial objectives, to minimize taxes and to develop proper distribution patterns is an important component of financial and estate planning. Today, more than ever before, there is recognition of the need for professional assistance in this important area. Talk to us today.

Financial Planning

You create your dreams. We create personalized financial plans to help you pursue them, based on your current circumstances and future objectives. Then, we’ll periodically review your progress and continue to provide solutions to keep you on track.

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Investment services

Your dreams. Your timeline. Your tolerance for risk. We can craft a disciplined investment approach and recommend the tools to help pursue your goals on your timeline. You can count on us for professional guidance, and our nationwide affiliations provide you access to the top-rated investment management firms in the country.

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Life Insurance Planning

Life insurance is a versatile financial tool that can be used for income continuation, estate planning, charitable and philanthropic gifting and business planning purposes. We use a two-pronged counseling approach to analyze your current finances and goals and recommend the insurance program for you.

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Disability Insurance

Don’t let the loss of your income due to a disability add extra stress to an already difficult time. Disability insurance coverage replaces a portion of the income that is lost when you are disabled, helping you maintain your standard of living and meet your financial obligations.

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Long Term Care Insurance

The loss of the ability to perform activities of daily living (ADL) such as dressing, bathing, eating, toileting or walking could create a long-term need for assistance from a care provider. We can recommend a policy to cover expenses related to care not generally covered by health insurance, Medicare or Medicaid.

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