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Products and Services

We provide assistance in the following areas:

  • Managed asset plans - for professional fee-based portfolio management through LPL Financial
  • Tax-advantaged investing seeking to reduce your tax liability and let more of your money work for you
  • College planning - long-term planning to help you be ready when your children are
  • Retirement planning - to design an investment strategy to help you manage all of your retirement goals
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Variable and fixed annuities