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For Individuals

There are few advisors that are as qualified as our professionals, who hold a number of the industry’s highest designations. Using these designations, as well as our decades of experience, we help our clients with the following services:

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning
  • Income Planning
  • College Planning
  • Estate Planning
  • Cash Flow Analysis

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Advisory Accounts
  • Alternative Investments
  • Variable Annuities
  • Managed Money

We seek to advance our services to work closely with women in transition because as our knowledge grows, so does the need for advisors who understand the planning needs this demographic faces. Contact us today to learn more.