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What We Do

An Overview Of Our Comprehensive Planning Process

As an independent financial services firm, providing you with the knowledge and resources you need to be successful is what we do best. Since we are independently-owned and not tied to any one company, product or provider, we can guide you according to the priorities you have established and then tailor and integrate the right planning tools for each phase of your financial life.  Without conflicts of interests in the picture, we’re able to deliver recommendations that solely serve your best interests. There’s a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.

We believe each of our client’s financial situations are unique.  Therefore, each client requires a customized plan designed specially to help them reach their individual financial goals.  We are also firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re able to overcome any issues and obstacles with ease and confidence. Explore the different scenarios you might find yourself in — and the solutions we would recommend.


Situation

Solution

You need some hands-on guidance on which investment strategies are right for you.Investment Management
Work to accomplish your short- and long-term objectives with an investment portfolio tailored according to your unique risk profile.

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You’re in the middle of your career, just started a family and have assets all over the place that need some organization. Financial Planning
The financial planning process at its core is all about enabling you to make smarter decisions that can grow and protect your wealth over time.

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You're looking towards the end of your career and questions are pouring in: "Do I have enough?" "Can I afford to retire?" "What-ifs?"Retirement Planning
Social Security, pension, stocks and more. We’ll identify all potential sources of income so you can look forward to your future without stressing about the past.


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Now that you’re getting older, you want to review your current policies and see if others better suit your needs.Insurance Planning
Our access to some of the top providers in the country enables us to hand-pick the insurance solutions that can offer value at a price that’s right for you.
 
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You've had health issues in the past and aren't sure if you can obtain insurance coverage.Underwriting Advocacy
Using our knowledge of how carrier underwriters, medical directors, and actuaries make decisions, we work to proactively position your life insurance application in its most favorable light.
 
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You want to make sure that everything you've worked hard for during your life is passed to your beneficiaries with the least amount of tax and trouble.Legacy Planning
The primary purpose of estate planning is to preserve your wealth and try to assure that it is transferred to your designated beneficiaries at the time and in the manner of your choice at very reasonable costs with the least amount of pain and suffering.

 
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