Broker Check

Our Team

What Does Making Investing Personal Mean?


Our Primary Purpose

We’ve all heard the expression “Business Isn’t Personal” before.
Yet, it is actually this simple, contrary notion that inspired our professionals to develop our “Making Investing Personal” stance.

We don’t see working with our clients as just business; we enjoy getting to genuinely know each person, their family, and their lifestyle.  Our profession isn’t just a job we hold during the day to make a living; it’s a calling we eat, sleep, and breathe.

We don’t see any one investment or strategy as a one-time transaction; our professionals prioritize long-term relationships with clients and focus on improving the entire picture, rather than finding a short-term fix for a problem.  We want every person that walks through our door to feel confident that we are upholding the highest levels of ethical and service standards, making your experience as personal as possible.

What Services Do We Offer?

Investments

  • 529 Plans
  • Bonds
  • Certificates of Deposit (CDs)
  • Common Stock
  • Exchange-Traded Funds
  • Government Securities
  • Mutual Funds
  • Treasury Bills
  • Variable Annuities

Financial Planning

  • 401(k)/403(b) Reviews
  • Advice on Upcoming Major Purchases
  • Debt Counseling
  • Educational Funding
  • Estate and Legacy Planning
  • Household Budgeting
  • Individual Retirement Account (IRA) Strategies
  • Profit-Sharing Plans
  • Retirement Income Streams
  • Retirement Timing
  • Small Business Retirement Plans
  • Tax Optimization Strategies

Insurance

  • Fixed Annuities
  • Group Insurance Plans
  • Indexed Annuities
  • Key Man Insurance
  • Life Insurance Retirement Plans
  • Long-Term Care Insurance
  • Term Life Insurance
  • Variable Annuities
  • Whole Life Insurance