Our Services

Our Services:

Our goal is to assist you on your progression toward or maintaining of financial independence.  We do this through a process we call "The Ladder to Financial Independence", where we educate and serve you on climbing the ladder to financial freedom.  The ladder consists of seven steps, as follows:

1. Wills, Trusts & Estate Planning

2. Risk Management

3. Emergency Fund/Cash Management

4. Debt Management

5. Mortgage/Home Ownership Planning

6. Retirement/Investment Planning

7. College Funding/Additional Financial Goals

Financial Products:

*Stocks                                           *Real Estate Investment Trusts(REIT) 

*Bonds                                            *Disability Insurance

*Mutual Funds                                 *Life Insurance

*Annuities                                        *Long Term Care Insurance