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Insurance Financial Advisors

Go Flat Fee!


Our "Turn-Key" Financial Planning Retainer Package is designed for Middle Americans to Help You Keep Your Financial House In Order! Our services include........

          • Goal Development / Setting
          • Portfolio Analysis
          • Annual Tax Preparation & Tax Planning update
          • Estate Planning & Document Preparation   
          • Asset Allocation / Annual re balancing & Investment Implementation
          • Insurance Review
          • Record Keeping / Quicken & Cost Basis Tracking / Budgeting
          • Annual Financial Reviews / Survivor Support & Beneficiary Council

Why just have your taxes prepared when you could sit face to face with a qualified advisor and make a plan? Let's Make A Plan! Contact us to schedule a free initial meeting to learn more.


Who We Serve Our Process Why We Are Different Advisors Credentials Turn-Key Retainer