Education Planning

How can I possibly save enough to cover the high cost of education?

Education for yourself or your children is a major life goal for many. In addition to greater knowledge and a more fulfilling life, it carries the potential to garner higher earnings.

Medicare Plans

Will the “free” coverage provided by Medicare be enough?

While the federal government’s health care coverage for seniors is a basic safety net, it is, indeed, basic.

Income & Asset Protection

What if you can no longer work?

A temporary, permanent, or partial disability can be debilitating for your entire household.

Life Insurance

Life insurance isn’t just for others – it’s for you, too!

One of the great benefits of life insurance is the financial security it provides to individuals, families and small businesses.

Social Security Planning

I paid in a lot, so I want to make the most of my Social Security distributions.

Depending on the status of Social Security – some think it may run out before they are eligible to receive it – you will want to strategize when to accept benefits to meet your needs and how to maximize them.

Tax & Estate Planning

Keep more of your hard-earned assets for yourself and your heirs.

You’ve worked hard your entire life. You’re happy to pay your share of communal tax obligations, but sometimes it feels like more goes to Uncle Sam than it should.

Group Benefits

My small business can’t do it all alone!

Running a small business often means wearing many hats – that of HR, accounting, compliance and sales, to name a few.

Health Savings Accounts

Paying for health care is expensive. Is there a better way?

Health Savings Accounts (HSAs) allow users to save money for qualified medical and retiree health expenses on a tax-free basis.

Charitable Opportunities

Significant charitable opportunities exist for individuals, professionals, families and small business owners that have a heart/passion/desire to improve the community around them.


We’ll help define your path forward.

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