45 East Satin Street
The Power of Education
We are dedicated to educating the public so they can make informed decisions about their future.
Pursuing Success Through Guidance
We are committed to providing our clients with the guidance they need to build their financial confidence as they plan for and transition into retirement.
A Commitment to Integrity
We strive to put our clients' needs first. Every experience is based on transparency, accountability, and straight-forward advice.
We are a community-oriented and family-owned financial services firm. We are independent advisors who tailor insurance and wealth management solutions for individuals as they plan and enjoy their retirement.
As a diverse group of financial professionals with a broad range of specialties, we strive to educate, inform, and guide our clients in pursuit of their financial goals.
Our thorough evaluation and ongoing support provides you with the important information you need to make informed decisions in an ever-changing market.
We are dedicated to meeting each of our client’s needs through education and guidance.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
There are many financial products in the market. Choosing the ones that best meet your needs can be complicated.
We provide education and offer coverage that suits your Medicare needs.
Retirement planning today assumes many new dimensions that earlier generations never had to consider. We help you cut through the noise.
Insurance is essential to any comprehensive financial plan. We help you find a way to protect yourself and your family from undue hardship.
We offer accurate and relevant information about the Medicare system to our community through complimentary educational seminars.
We help you select a mix of asset classes that closely matches your financial profile given your investment preferences and tolerance for risk.
We partner with trusted insurers to deliver competitive coverage for your home, auto, and business needs.
The latest topics in our library to inform and inspire.
The Value of Insuring Against Life’s Risks
What Smart Investors Know
Investing for Impact
Learn more about our amazing team of professionals.
Managing Partner/Director of Risk Management
Managing Partner/Financial Advisor