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Service For You

CORONAVIRUS COMMUNICATION UPDATES


CONSULTING SERVICES

EDUCATION PLANNING

INSURANCE PLANNING

INVESTMENT PLANNING

RETIREMENT PLANNING


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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.

Integrated


We offer and use a wide range of investment products through Commonwealth Financial Network, and insurance products through a partnership with KAFL, Inc.  

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.