We use an educational approach so that clients can understand what they curently have, or what they might need based on their situation. We focus on building relationships so that we are there for them throughout the different life cycle. We can help with life insurance, investments of all kinds ( IRA’s, 529 college savings, Managed Accounts, Mutual Funds, Annuities, small business retirement plans, 401k’s, etc). We also help people get important legal documents in order, ID theft protection and mortgages. We offer free consultations and a complimentary Financial Needs Analysis.