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 your 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:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products
  • College planning
  • Social Security strategies    

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Other Services and Products:

  • Business Planning: Protection, Succession, and Supplemental Retirement
  • Financial Planning: College, Retirement, and Social Security
  • Financial Products: Annuities, Employee Benefits, Life Insurance, and Long-Term Care
  • PlanConfidence: Provides personsalized and ongoing advice for individual 401k, 403b and TSP plans.
  • Compliance401k: Provides plan IRS Code 3(16) fiduciary oversight to ensure plan sponsors meet all requirements set forth by the IRS and Department of Labor.
  • Advisor Credit Exchange ACx:  Pre-qualified credit offers through a select and dedicated network of lenders.
  • Flourish: An online, invitation only platform which provides innovative access to financial products:
    • FlourishCash: 
      • Competitive rates
      • Unlimited transfers
      • No minimums
      • Increased FDIC insurance through Program Bank
    • FlourishCrypto: A simple and secure way to invest in crypto
      • 24/7 trading
      • Easy funding
      • $100 trade minimum
      • 1099-Bs