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EDUCATION PLANNING | INSURANCE PLANNING | INVESTMENT PLANNING | RETIREMENT PLANNING |
SCHEDULE MEETING
Personalized
Our goal is to assist clients in establishing and maintaining long-term financial objectives.
We recognize that each client's situation is different, and we strive to develop an individual financial plan that focuses on helping our clients pursue their goals.
Services
We offer a wide range of services including financial planning for individuals and business owners, and planning for wealth accumulation, retirement, education, life goals, disability, long term care expenses and estate distribution.
If you require notary public services, please call our office to schedule a meeting with Christine McTigue or Ashley Goebel.
Integrated
We offer and use a wide range of investment products through Commonwealth Financial Network.
We have developed strong professional relationships with local businesses in areas that we do not specialize in. If you require legal, tax or health insurance advice, we would be more than happy to provide you with a referral.