Our Services

We offer a variety of services that can help you reach your financial goals.   By using an independent planning platform, we can customize a plan that helps you clearly see and achieve your financial goals. 

Our services include:

Fee only financial planning

Fee -based wealth and investment accounts

Retirement Planning ( including most types of plans)

                                         Life and Long Term Care insurance

                                         Estate Planning

                                         Business Planning

                                         College Planning

                                        Elder Care Planning

                                        Tax Preparation and planning

                                        Wills, Trusts and Power of Attorney Documents

                                         Notary