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Professional Services

What is a fiduciary, and why does it matter in financial services? A fiduciary should be able to provide you advice that you believe in. It only makes sense: as professional advisors, we should always have our client’s best interests at heart.  We have a “duty to care,” so we listen to you and take the time to understand what’s important to you. We are an independent financial firm, which means we can design and organize your financial life utilizing any investment strategy that’s appropriate for your needs. We’re never held captive to one company, product or account type because we’re independent. Therefore, we’re able to make decisions without having a conflict of interest. We undergo a thorough, prudent process to evaluate your current status, then thoroughly discuss our recommendations so you understand exactly why we’re making them. Your partnership and comprehension are critical. 

We often involve your other significant professional partners, such as attorneys, CPAs and property and casualty agents to ensure all the pieces fit, guiding you toward an intentionally structured direction. We are diligent in our care and will continually monitor our broad range of services to ensure that we have met our obligation to you for the duration of our relationship. We are fiduciaries not just because we are legally bound but because we believe it is right.

We offer the following:

Investments Products

  • Mutual Funds
  • College Savings Plans
  • Unit Investment Trusts
  • Wrap Accounts
  • Variable Annuities
  • Variable Universal Life
  • Stock and Bond Investments
  • 401K's and Rollovers

Other Products

  • Bank Products
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Medicare Supplements
  • Prescription Drug Plans
  • Health Insurance
  • Fixed Annuities
  • Retirement Planning

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