Our Firm

We are a full service investment planning firm that specializes in group benefits and individual financial planning. When it comes to group benefits, we cover the areas most important to business owners such as Retirement Plans with or without a Davis-Bacon or Prevailing Wage Feature, Group Medical, Group Dental, Group Life, Buy-Sell Agreements, Key-Man Insurance, and Employee Education. Our Individual Division covers comprehensive financial planning and specializes in the areas of Wealth Management, Retirement Planning, Insurance Planning and Estate Planning. Realizing that one size does not fit all, we tailor our solutions to the business owner/individual based on their goals and desires.