Products & Services

In everything we do, we follow a process – starting with getting to know your needs.

There are services that we specialize in, and areas where we may choose to refer you to a trusted professional. Even if it’s not something we typically provide, we usually “know someone,” so we encourage you to call us about your needs so we can either help you or perhaps refer you. If it has to do with money, start with us!

Business Services We Offer

  • Financial Planning – fee depending on complexity
  • College Planning
  • Adult Care Planning
  • Retirement Planning
  • Estate Planning
  • Tax Return Preparation & Planning – Personal & Business
  • Tax Consulting
  • Business Start Up, Counseling & Corporate Taxes
  • Business Consulting – Corporate Strategy & Marketing

Services for which we typically partner with Trusted Professionals - Insurance Services

  • Home, Auto, Umbrella (Liability)
  • Accident
  • Catastrophic Illness
  • Directors & Officers
  • Hospital Income
  • Individual & Group Health
  • Individual & Group Dental
  • Travel Medical Insurance
  • Medicare Supplement
  • Supplemental Insurance
  • Workmen’s Comp

Insurance Services We Offer

  • Fixed Annuities
  • Term Life
  • Universal Life
  • Disability Income
  • Long Term Care