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Managed Accounts

Annual Rebalancing

Risk Management Strategies 



Mutual Funds

Variable Annuities 

Tax Managed Portfolios

    Financial Planning

    Retirement Plans

    Tax Plans

    College Plans

    Estate Plans

    Social Security Planning

    Planning for Families with

    Special Needs Children


    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    How We Work

    Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, 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.

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (631) 439-4600