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Services

We are independent advisors who have the support of both our internal team and the team at Cambridge Investment Research. This means that we aren’t committed to proprietary products or services and are able to offer a wide array of solutions to our clients. We are fiduciaries first and always act in your best interest. Our services include:

  • Income Planning
  • Benefits Plan Optimization
  • Social Security
  • Investments and Asset Management
  • Estate Planning
  • Insurance (Life, Health, Long-Term Care)
  • Principal Protection and Growth Strategies
  • Risk-Based Portfolio Models
  • Gifting, 529 Plans, and Other Wealth Transfer Strategies

We help you create a plan that will give you a clear vision of your financial future and guide you through every step of the way. Contact us today to get started.

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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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