SERVICES OFFERED

Making wise financial decisions such as insuring risks and investing your portfolio successfully will result in a better life for you and your family.  It begins with a financial plan to determine where you are now, where you want to go to and knowing how to get there.

We specialize in offering FINANCIAL PLANNING, INSURANCE and INVESTMENT MANAGEMENT services for individuals, trusts and small businesses that cover these subjects:


ASSET ALLOCATION CONSULTING


DISABILITY INCOME PROTECTION


EDUCATION FUNDING


ESTATE PLANNING


HEALTH INSURANCE


INVESTMENT MANAGEMENT


LIFE INSURANCE


LONG TERM CARE INSURANCE


MORTGAGE OPTIMIZATION PLANNING


RETIREMENT PLANNING


IRA ROLLOVERS


ROTH IRA CONVERSIONS

Being multi-disciplinary allows us to seek out solutions from both the insurance and investment universes through two entities:

FORTRESS FINANCIAL for non-security related financial products such as certain life insurance, health insurance, long term care or disability insurance.  These are provided by insurance consultants representing Fortress Financial.

UNITED PLANNERS for Securities and Investment Advisory Services offered by our associates through their respective affiliations as Registered Representatives with United Planners.