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Services We Offer

Below are the services that we provide for our clients.

When possible, we work with the client’s CPA in order to coordinate the best possible solution for their long-term needs.

  • Retirement, Succession and Transitional Planning
  • Portfolio Management
  • Life Insurance, Annuities and Long Term Care
  • 401k Fiduciaries
  • Tax and Accounting

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (786) 747-4144