The company offers full service financial, estate, retirement, and income planning. As an independent, we do not work for any securities firm, brokerage house, insurance company or agency. As problem solvers and implementers, our responsibilities require that we act in our client’s best interest at all times. Our complex planning process centers around our client’s needs, wants, dreams, goals, lifestyle, legacy and independence. We focus on tax reduction, preservation of assets, a lifetime income stream, safety and leaving a legacy. When appropriate, we discuss tax-free income concepts.
