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Services

IRA's - Traditional and Roth

Qualified Retirement Plans - 401(k), SIMPLE IRA

Tax-efficient investing - reducing your tax liability and letting more of your money work for you

Retirement planning - designing an investment strategy to help you pursue all of your retirement goals

Annual portfolio review - reviewing your current holdings and helping you make any necessary changes or adjustments

Advance and Protect Strategies - taking advantage of “advances” in market prices while “seeking to protect” gains from precipitous declines

Outside investment review - not only do we manage funds for you, but we can also review your outside investments as a free second-look

Wide Investment Range - Mutual funds, ETF's, Managed Accounts, Fixed Annuities, Variable Annuities