General Info

Our firms experience includes over 90 years of providing for the financial needs of both businesses and individuals. Our philosophy is to bring together a group of trusted professionals who are knowledgeable in the many aspects of providing exceptional financial services. Working as a team, our firm provides the potential to better fulfill our clients personal financial needs. Our team includes people specialized in all facets of the financial process. A wide variety of advanced degrees and financial certifications such as Certified Financial Planner (CFP), Certified Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Life Underwriting Training Council Fellow (LUTCF), accounting and other business degrees help us provide our clients with current, detailed answers to their financial questions.We have associates who have specialized skills and training in the following areas:Mutual Funds, Long Term Care Planning, Retirement Planning, Debt Reduction and Cash Management, Estate Planning, Life Insurance Needs, Health and Disability Insurance, Pension Plans and Employee Benefits, College Funding Planning, Special Issues Affecting Federal and State Employees including teachers. We help clients discover strategies that may enhance cash flow, liquidity, and income. We show people concepts that may reduce debt, taxes, and the effects of inflation. We design personalized plans and help clients learn to recognize losing financial strategies. Our goal is to provide simple options to help strengthen your financial security. Contact us by phone.