Our team of professionals has decades of experience in retirement planning and wealth management along with a robust entrepreneurial spirit. Like most entrepreneurs, our focus is on cultivating honest, long-lasting relationships with our clients that typically consist of family, friends and, importantly, our local community. We work with investors at all stages in life from the participants in the group retirement plans that we mange, to the family preparing themselves for sending their children off to college or preparing to retire, all the way through to the fully retired couple enjoying the fruits of their lifetime of hard work and planning the legacy they will leave behind for their loved ones.

No matter who we are working with our mission is the same:

“To preserve and grow our client’s assets to protect their present and enable their future.”

For over 50 years, we have specialized in Auto, Home, and Personal Insurance. We are committed to a high standard of excellence in all that we do & establishing a firm relationship of mutual trust & service with each of our clients.

Whether that means meeting in person or doing a virtual presentation. We look at both your short-term and long-term objectives and help put your insurance and planning needs in perspective.