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WHAT WE DO

  • Investments
    We use an array of investments from Real Estate Investment Trusts, Unit Investment Trusts, Business Development Companies, Limited Partnerships, etc. Each investment has a purpose and a goal. We will help you decide which ones might fit into your picture.

  • Wealth Management
    Utilizing all the research and information available, we oversee the assets of our clients with intelligence and care to help ensure that our clients can fare well in a volatile market place.

  • Financial Planning
    Our planning team will input data from every aspect of your financial picture and compile it into a plan. Using high-level planning software, we will formulate strategies to get you to your goals in the most efficient manner. Financial planning can be implemented from a very basic level all the way up to highly sophisticated situations. Financial planning clients leave with a very acute image of where they are going.

  • Portfolio Analysis
    No one has a monopoly on good advice. We encourage everyone to let us look at what you've got and we will give you an honest assessment of your situation. 

  • Annuities
    These products are so complex that most financial advisors don't understand them. It is this uncertainty that causes some to shy away from them. Whether variable, fixed, indexed, or immediate, annuities can be prescribed for a multitude of reasons and, if used correctly, can perform a service not found in other products. We utilize these products when specific situations call for them.

  • Insurance
    When applicable, life insurance can be used for a host of reasons from tax deferred wealth accumulation for high income earners to estate tax planning. More commonly, life insurance is used to help ensure that if you don't come home tomorrow your family won't be financially devastated. We are familiar with the various types of life insurance and can educate you with what may be best for your situation.


Important Information About Your Advisor

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This communication strictly intended for individuals residing in the states of AK,AZ,CA,CO,DC,FL,ID,IL,KS,KY,MA,MI,MN,MO,MT,NE,NJ,NM,NV,OH,OR,PA,SD,TN,TX,UT,VA,WA,WI,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
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