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While developing a financial program that is right for you, we will walk you through a step-by-step process that will help you identify your goals and make you feel confident in your decisions to achieve them:
- Identify the client’s needs and goals.
- Assist in plan design and strategy selection.
- Take action to implement all necessary products, services, and other components of the plan.
- Regularly monitor the plan and revise as needed.
As an independent firm, we offer the following services:
- Fee-Based Planning
- Investments designed to be low-risk
- Life Insurance
- Long-Term Care
- Estate Planning
- Tax Planning and Preparation
- Tax Reduction Strategy
- Asset Preservation
- Retirement Strategies
- Wealth Conservation
- Insurance and Annuity Products
- Free Educational Seminars
- Client Appreciation Events
- Financial Newsletters and Updates
- Annual Reviews
