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Investment & Retirement Planning

Client Centered

Our goal is to serve as your financial advisor. Whether you are saving for your retirement or already retired, we are here to help you plan for the present and the future. We help clients navigate and understand the investment environment and tax consequences of a financial decision.

Investment Review

We will help evaluate your investments for performance and risk. We will help measure how a given investment is a fit for your portfolio.

Portfolio Review

We will help you design a portfolio strategy that meets your specific investment goals.

Retirement Planning

We will help develop a retirement plan focused on your goals and your specific financial situation.

College Savings Plans

We will help you save for future education costs for your child/grandchild, or the young person in your life.

Social Security

We can help you determine how to plan to get the most out of social security benefits.

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