The future depends on what you do today
-Mahatma Gandhi
Individuals and Families
Financial Planning
Whether it's saving for education, buying a home, or planning for retirement, we work with families to create a roadmap for their financial future. We are your family’s Chief Financial Officer, by your side to guide you through it all.
Investment Management
We tailor your investment portfolios to meet you unique financial needs. Using ETFs, bonds, CDs, treasuries, variable and fixed annuities, we engage your assets so that they meet your current and future needs, ensuring your risk and return positioning is optimal.
Life Insurance
Let’s be real, there is nothing exciting about life insurance, but it’s a crucial tool to protect your family from financial hardship if you were to pass away unexpectedly. Ask yourself, if you died today, could your family continue to pay the bills?
Saving for Retirement
Saving enough money during your working years is necessary to ensure you can retire comfortably and stay retired with independence and dignity. Ask about the various ways we can help you save for your future self. We service IRAs, Roth IRAs, 401(k) Rollovers, 403(b)s/TSAs, and more.
Legacy
How will you live on after you’re gone? Are you planning on leaving money to your loved ones or to a charity? We will work to position your assets so that your legacy goals will be realized.
Saving for Education
Is it a goal of yours to send your kids, grandkids, or even yourself to college? A 529 plan will help you save for your education goals while possibly giving you a break on your state taxes.
Having good insurance is like having a good helmet … you don’t realize how beneficial it is until you need it, but you hope that you’ll never need it. Proper insurance can be the only thing standing between you and catastrophic financial loss.
Home and Auto Insurance
Other Insurance
You’re still reading? You must love insurance. We basically do it all. Besides what’s already been mentioned, we offer commercial, umbrella, boat, RV, motorcycle, renters, church, and more!!