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Financial Planning

We believe a sound financial plan is the foundation to investor’s success.

Our team of experienced advisors works with you in clearly defining your goals, properly analyzing your current financial assets, then building an actionable long-term plan to help ensure a desirable outcome.

We also work closely with your existing tax and legal counsel, working together with the common goal of supporting you.

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Transactional Investments & Insurance

Investments: In certain circumstances, clients may need to supplement their financial plan through the use of transactional investment products. This may be the case whenever there is no fee based platform to manage the assets and may include annuity products as well as 529s, and certain retirement plan platforms

Insurance: Insurance products are an integral component of most financial plans. While you are free to contact your insurance agent to provide you with recommended life, disability & long term care products, we can also provide these products to you through our relationship with LPL Financial. Compensation from insurance companies will be based on their standard commission rates which are regulated depending upon the state of sale.