​With our more than 70 years of combined industry knowledge, we are experienced in all aspects of financial planning. We understand each client is unique and therefore take a personalized approach to everything we do. When we meet with clients, we start by evaluating their current situations and levels of knowledge, before informing them on a variety of tax-efficient options that align with their specific level of risk. Our risk- and wealth-management services, include: 

• Annuities.
• ​Securities.
• Financial planning.​
• Investment planning.

• Life insurance.
• Long-term care insurance.​
• Tax-efficient strategies. 
• Retirement income strategies.

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