With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make. The services we provide include: A complimentary Initial Consultation, Complete Written Financial Analyses, Retirement Planning, 401(k), Simples, IRAs, Tax Planning for Individuals and Businesses, Estate Planning, Business Planning, and Charitable Giving. Insurance Planning - Life, Health, Annuities, and Long-Term Care. Business Valuation and Continuation Plans, Risk Management Consulting, Investment Planning, Stocks, Bonds, Options, Mutual Funds, and Limited Partnerships