182 Turnpike Road
Financial planning is not a do-it-yourself project. You need a sounding board and access to specialists that have your best interests in mind. As a fiduciary I am bound to ensure that your needs always come first.
We can help you build an emergency fund, protect your family from a financial disaster and help you save for retirement.
If you are retired – or approaching retirement then you have different needs for this next stage of life. ROI - Return on Investment becomes secondary to your needs for ROI that is Reliability of Income. We take a long look at your individual situation and offer personalized, hands-on service. We can show you creative ways to think about your financial future and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Bonds, Corporate and Municipal
Common Stock, Preferred Stock
Treasury Bills, Government Securities
Educational IRA, Coverdell
IRAs - Traditional, Roth, Nondeductible, Self-Directed, Spousal
Life Insurance, Hybrid Insurance
Disability Income Insurance
Long-term Care Insurance
Business Continuity Planning
Retirement Plans - 401k, SEP, SIMPLE Plans
Business Succession Planning
Key Executive Benefits
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