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Financial Planning 

Please see below for the services we offer.


Stocks, Bonds, & Mutual Funds
Real Estate Investment Trusts (REIT)
Managed Accounts (Fee Based)
Exchange Traded Funds

Retirement Plans

Simple IRA Plans
401 (k) Plans
Roth IRA Plans
Traditional IRA's
Rollover IRA's
Deferred Compensation Plans

Insurance Planning

Life Insurance (Term, Whole Life, Universal, and Variable)
Disability Insurance
Buy/Sell Agreement Funding
Long-Term Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (706) 543-0215