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Individual Planning Services

Individual long-range financial and insurance planning allows you to accumulate and preserve assets, thus allowing you to give more to those you love and less to the people you don't. Price Waterhouse aptly stated, "In a few hours of estate planning, many of our clients could save more than they have accumulated over the last several years."

Disability Income Protection

Estate Tax Planning

Retirement Planning

Long Term Care

Estate Tax Planning

Charitable Planning

Our Services & Fee Based Services

To set an appointment to discuss your individual situation, please call us at (800) 925-2050 or send us an Email.