Client Services

The financial management process begins with an in-depth evaluation of your current financial situation. Once we've established your overall objective, we'll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

Our clients benefit from:

• Professional guidance based on individual circumstances

• Ongoing analysis keeping you on track with routine reviews

• Development of lifetime income strategies to carry you through retirement

• An independent advisor with a vast portfolio of investment options

• Needs-based solutions for every stage in life

• Legacy and special needs planning


Some of the services we offer:

Life Insurance

High quality, competitively priced Life Insurance products, including permanent, term, combination and variable policies.

Investment Products & Services

Our Investment Products and services will help you achieve your financial goals at every stage of your life. {We can offer Managed Accounts as well Stocks & Bonds}


We offer high quality, innovative Annuity Products. Choose from deferred and immediate annuities at variable and fixed rates of return.

Long-Term Care Insurance

Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities, or nursing facilities.