Investments & Retirement Services

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We utilize objective third-party research to help evaluate and design your portfolios.

Morningstar is a leader in investment research tools. To study, compare, and select diversified investment choices for your portfolio that are aligned with your goals. All the important information is available for us to study, from analyst ratings, performance, fees, risks, dividend payouts, and comparison rankings, so we can see who is performing well and where is the best value. We maintain our focus on the top percentile and solid track records for your investment allocations.

We understand the need to keep fees low. Our competitive fee model is designed to be fair and straightforward. We don't charge sales commissions. Instead, we buy all funds at cost, and we charge an ongoing fixed fee that is based on the assets we manage for each client. We strongly believe that this conflicted approach fits our mission of always putting our clients' interests first.

When our clients succeed, we succeed. It is important to us that we deliver a quality service that reflects our value to you.

• Life Insurance
• Health Insurance
• Employee Benefits
• Key Person Insurance

• Long Term Care
• Disability Insurance
• Small Business Solutions