Our Services

We are a full-service Independent financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We will help you identify your goals and provide the information you need to make sound decisions to reach them.

Please call us if you have any questions about our firm or the range of financial products and services we provide.

Financial Solutions may include a tailored portfolio of:

  • Mutual Funds, Stocks, Bonds, ETF's
  • Variable & Fixed Annuities
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once clear goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services:

  • Investment management (Brokerage, Individual/Joint)
  • Retirement & Income strategies (Traditional IRA's, Rollover IRA's)
  • Employer Retirement Plans (SIMPLE IRA, SEP IRA, etc)
  • College Planning (529 Plans, Coverdell Education Savings Plans)
  • Estate conservation

Learn more about our philosophy by visiting the "Our Investment Approach" option under the "About Us" tab