Financial Services

Financial and Retirement Planning

We develop long-term relationships with our clients.Our approach is all about simplifying your life; giving you more time to do the things you want to be doing, confident that your financial life is in great hands.

Life gets busier by the minute and our clients find themselves with more time to do the really important things in life, once they have a plan and someone to help them achieve their goals. The results are satisfied clients who are secure and have a renewed peace of mind.

Long Term Care – Life Insurance

Long-term care insurance is often a tough sell. Many people don’t want to pay premiums on a policy that would only pay out if they become dependent in their old age.

Tax-Free Investments

For the moment, taxes on portfolios are modest. The federal rate is 15% on most dividends and on long-term capital gains. Come 2015, though, the rates shoot up.

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