Our Services

We do not want 5000 clients who have a single product with us. 

We want a core group of clients who allow us to be involved in all areas of their finances.

The biggest mistake most folks make is not having one point of contact that is aware of all the various components involved in their financial strategy. It is not uncommon for a client to have an insurance agent (or agents) managing their life and long term care insurance programs, a financial professional and/or banker managing their investments, and an unmanaged retirement plan at their employer.

It is also not uncommon that the agent doesn't know about the banker, and the financial professional doesn't know about the agent, and the banker doesn't know about the retirement plan at work, etc., etc., etc.  In other words, no one is aware of the 'whole pie.'

To that end, we offer analysis that will consider not only the important components of a solid financial strategy, but the impact each component will have on the others. We accomplish this by listening to our clients' desires and concerns, asking questions to gain better understanding, and then developing a strategy that provides solutions, using products from a large selection of insurance and investment companies to drive the strategy.