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We are a full-service organization, with a number of specialities.

Abstract still life w/ two clocks

Personal Financial Management

  • Targeted planning for specific goals 
  • Assistance in the selection of investment vehicles 
  • College Planning
  • Retirement Planning
  • Goal setting
  • Monitoring of plans and free "check ins"

Tax Services for Individuals

  • Preparation of individual, trust and estate tax returns
  • Tax forecasts
  • Nonfilers, offers in compromise, abatements
  • Retirement and estate planning

Homeowner's Insurance

  • 10% "Round Out" Discount (Homeowners discount with auto in the same agency/company)
  • New Home Discounts
  • 24 Hour Emergency Hotline (company direct lines currently and on line claims service shortly)
  • Extraordinary Service
  • Free Personal Risk Management Survey