Our Clients

Individuals

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Single and ready to mingle?  Make sure you are single and secure.  Finding out that your date is not financially stable can be a turn off for most people.  On the other hand, discovering that your date is financially stable and secure can be very attractive, and due cause for a second date.  Which would you rather be?

Couples & Families

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Once you decide to share your life with somebody, being on the same page financially is one of the key ingredients to a long-lasting relationship.  Unfortunately, there is no one-size-fits-all solution for couples and families.  Through a comprehensive needs analysis, we can customize a plan tailored to your needs, and review the plan regularly as your needs in life change. 

Retirees

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Although we spend most of our working lives preparing and saving for retirement, one key element is missing from most retirement plans - growing old.  Through our holistic approach, not only will we help transition you and your investments into your retirement years, we also offer comprehensive and customized estate planning solutions.

Professionals

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Are you a doctor, engineer, or lawyer, or have another professional designation?  We work with several financial institutions that offer preferred rates depending on your profession.  Contact us to find out which solutions best suit your business and personal needs.

Self-Employed & Small Business

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Self-employed workers and small business owners are the hardest working people in our economy.  They are also, however, the most underserved group by financial advisors and planners.  Because we know how hard you work, we will take the time to help your business increase revenue, save on taxes, and protect your income.

Unconventional cases

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Have you been denied insurance?  Do you have a criminal record, including a DUI?  Do you have a "high-risk" career (ex. animal trainer, truck driver, taxi driver)?  Whatever your case, we can help!  We work with insurance companies who offer alternatives for those considered hard to insure.