36 Main Street,
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.
The process of determining how individuals can meet their life goals through proper management of their financial resources. Financial planning is not all about numbers and insurance policies; it is about your dreams and financial goals.
If you are already retired, retirement planning is about not running out of savings during your lifetime. If you are 45, retirement planning is about how much money you will need in twenty years or so to be able to retire comfortably.
No two clients have the same story. The most important step in establishing an investment strategy is getting to know our clients and understanding what is important to them. We do this by asking questions so that we can appreciate where they are in their thinking.
Personal and Business Insurance is a contract to provide compensation for a specific loss. You pay a premium to protect yourself and others against financial uncertainties.
Long Term Care Insurance
Dental and Vision Insurance
We can explore ways to help you save money on your benefits package while adding value and security to your benefits offering. In the world of financial planning, there are four key areas where we can assist business owners. They are:
Key person insurances
Business succession planning
Financial Planning Services offered by qualified financial planners of Cetera Advisor Networks LLC., a registered investment advisor.
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