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What We Do
We Help You Identify And Implement The Most Effective Strategies For
- Wealth Management
- Family Protection
- Asset and Lawsuit Protection
- Retirement Planning
- Income Distribution Planning
- Minimizing or Eliminating Taxes
- Estate and Legacy Planning
- End of Life Planning
We Provide Professional Assistance In The Following Areas
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Individual Health Insurance
- Group Health Insurance
Investments
- Bonds
- Check Writing
- Common Stock
- Debit Card
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- SIMPLE IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans*
- Money Management
- Money Purchase Plans
- Profit Sharing Plans
* Estate planning services provided in conjunction with your licensed legal advisor
Do You Have Questions? Need Advice or Guidance?
Talk with Chris about anything and everything financial – wealth management, retirement planning, social security, annuities, bonds, Roth IRA’s, asset and lawsuit protection, insurance, estate and legacy planning, college planning, end of life planning, taxes, … There is no cost and absolutely no obligation. Secure and confidential.