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Services

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.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth, SEP & Simple IRA's

Brokerage Accounts

Treasury Bills & Notes

Government Securities

Variable Annuity

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Financial Planning

Retirement Plans

Tax Planning Strategies

401(k) Planning

403(b) Planning

College Plans

Estate Planning Strategies

Money Purchasing Plans

Profit Sharing Plans

Long-Term Care and Disability insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts.  Long-Term Care and disability insurance are not underwritten nor issued by National Life Insurance Company or any of the firm's affiliates.

Resources

                                                                                    

Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
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Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn More

Contact us today!

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