We are independent.  Our only loyalty is to our clients. When we look for solutions for managed fee-based portfolios, mutual funds, annuities or insurance products we have dozens of highly rated funds/companies that we can choose from.  

With changing economic conditions and market swings, we advocate investing sensibly over the long run.  We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

Some of the services we offer:

Investment Products & Services

We offer a wide variety of investments for clients from accounts managed by third party money managers, fee-based asset management, brokerage accounts, mutual funds and more.


We offer high quality, innovative Annuity Products. Choose from deferred and immediate annuities at variable and fixed rates of return.

Long-Term Care Insurance 

Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.

Life Insurance

High quality, competitively priced Life Insurance products, including permanent, term, combination and variable policies.