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Our Services


Developing financial strategies with your long-term savings goals as a guide.  Whatever your goals may be - helping your children afford college; paying for a wedding, a family trip, or a vacation house; early retirement; or being able to leave a legacy to your heirs or a favorite charity - we can help you establish a strategy utilizing such products as:

  • Fixed and Variable Annuities
  • Mutual Funds
  • Stocks and Bonds
  • Cash Value Life Insurance
  • 529 College Savings Plans and Coverdell Education Savings Accounts

Accumulate your Wealth

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