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Financial Planning & Investments

Your personal financial decisions are driven by the things most important to you. You may want to fund your child's education or you may be looking forward to a comfortable retirement. How do you know you're making the right financial decisions that will lead you to your goals? Our team has extensive experience in both investments and tax advice. 

We work with you to plan your future with the following services:

  • Personal financial planning

  • Annuities

  • Education planning, 529 plans

  • Professional advice for major financial decisions

  • Asset protection strategies

  • Long term care strategies

  • Comprehensive investment management services

  • Objective second opinion for independent investors

  • Legacy planning

  • Estate planning & administration

  • Probate services

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