We specialize in these financial services

Retirement Planning

You’ve worked hard for the past few decades, been disciplined in saving what you could, and went through the ups and downs of the stock market.

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Life & Disability Insurance

We are all familiar with the fable of a goose that lays golden eggs. Imagine yourself as the goose and your income has the eggs. Who would you insure?

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Wealth Accumulation

“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” – Albert Einstein

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Tax Minimization Strategies

"Anyone may arrange his affairs so that his taxes shall be as low as possible. He is not bound to choose the pattern which best pays the treasury... Nobody owes any public duty to pay more than the law demands." – Judge Learned Hand

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Asset Protection

In a time where the stock market seems to be exceptionally volatile because of world events, politics, and its ordinary market fluctuations, principal protection is arguably the most important service any financial professional can offer you.

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Social Security Optimization

U.S. Government’s Formula To Maximize Your Social Security Benefit

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